Human Investing LLC Has $202,000 Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Human Investing LLC decreased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 17.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,060 shares of the company’s stock after selling 219 shares during the quarter. Human Investing LLC’s holdings in iShares S&P 500 Value ETF were worth $202,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. LexAurum Advisors LLC grew its position in shares of iShares S&P 500 Value ETF by 47.2% during the 4th quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after buying an additional 1,233 shares during the period. Financial Synergies Wealth Advisors Inc. grew its position in shares of iShares S&P 500 Value ETF by 0.6% during the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock worth $5,480,000 after buying an additional 160 shares during the period. DAVENPORT & Co LLC grew its position in shares of iShares S&P 500 Value ETF by 10.9% during the 4th quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock worth $722,000 after buying an additional 372 shares during the period. Equitable Trust Co. acquired a new position in iShares S&P 500 Value ETF during the fourth quarter valued at approximately $5,806,000. Finally, EP Wealth Advisors LLC grew its holdings in iShares S&P 500 Value ETF by 3.6% during the third quarter. EP Wealth Advisors LLC now owns 40,055 shares of the company’s stock valued at $7,898,000 after purchasing an additional 1,387 shares during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE opened at $196.62 on Monday. The stock has a market cap of $35.22 billion, a P/E ratio of 23.79 and a beta of 0.81. The firm has a 50 day moving average price of $194.31 and a 200 day moving average price of $195.46. iShares S&P 500 Value ETF has a 52-week low of $175.71 and a 52-week high of $206.63.

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.