Sepio Capital LP trimmed its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 48.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,159 shares of the company’s stock after selling 17,025 shares during the quarter. Sepio Capital LP’s holdings in iShares S&P 500 Value ETF were worth $3,466,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. West Coast Financial LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 0.3% in the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock valued at $3,137,000 after purchasing an additional 53 shares during the last quarter. SWP Financial LLC boosted its holdings in iShares S&P 500 Value ETF by 0.4% in the fourth quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock valued at $2,443,000 after acquiring an additional 54 shares during the last quarter. Roble Belko & Company Inc boosted its holdings in iShares S&P 500 Value ETF by 0.5% in the fourth quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock valued at $2,145,000 after acquiring an additional 57 shares during the last quarter. Family Firm Inc. grew its position in iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Family Firm Inc. now owns 10,464 shares of the company’s stock valued at $1,998,000 after acquiring an additional 57 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in iShares S&P 500 Value ETF by 1.6% during the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,788 shares of the company’s stock worth $723,000 after acquiring an additional 59 shares during the last quarter.
iShares S&P 500 Value ETF Price Performance
NYSEARCA IVE opened at $172.67 on Friday. iShares S&P 500 Value ETF has a 1-year low of $172.56 and a 1-year high of $206.63. The firm has a market capitalization of $33.62 billion, a P/E ratio of 21.80 and a beta of 0.94. The business’s 50-day simple moving average is $193.16 and its 200-day simple moving average is $195.67.
iShares S&P 500 Value ETF Company Profile
iShares S&P 500 Value ETF (the Fund), formerly iShares S&P 500 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500 Value Index (the Index). The Index measures the performance of the large-capitalization value sector of the United States equity market and consists of those stocks in the S&P 500 exhibiting the strongest value characteristics.
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