Falcon Wealth Planning Sells 399 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Falcon Wealth Planning decreased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 22,337 shares of the company’s stock after selling 399 shares during the period. iShares S&P 500 Value ETF makes up 0.5% of Falcon Wealth Planning’s investment portfolio, making the stock its 27th largest holding. Falcon Wealth Planning’s holdings in iShares S&P 500 Value ETF were worth $4,264,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of IVE. Chesapeake Wealth Management raised its position in shares of iShares S&P 500 Value ETF by 3.8% in the 3rd quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock worth $272,000 after acquiring an additional 50 shares in the last quarter. West Coast Financial LLC grew its position 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 worth $3,137,000 after buying an additional 53 shares during the period. SWP Financial LLC lifted its position in iShares S&P 500 Value ETF by 0.4% during the 4th 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 period. GDS Wealth Management grew its holdings in iShares S&P 500 Value ETF by 3.3% in the third quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after purchasing an additional 56 shares during the period. Finally, Roble Belko & Company Inc lifted its holdings in shares of iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock valued at $2,145,000 after purchasing an additional 57 shares during the last quarter.

iShares S&P 500 Value ETF Stock Down 0.3 %

IVE stock opened at $197.53 on Wednesday. The business has a 50 day moving average of $196.34 and a 200 day moving average of $194.72. iShares S&P 500 Value ETF has a twelve month low of $173.01 and a twelve month high of $206.63. The firm has a market cap of $35.39 billion, a PE ratio of 23.79 and a beta of 0.81.

iShares S&P 500 Value ETF 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.