iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Watershed Private Wealth LLC

Watershed Private Wealth LLC lowered its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 24.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,463 shares of the company’s stock after selling 1,124 shares during the period. Watershed Private Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $661,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of IVE. Chesapeake Wealth Management lifted its stake in shares of iShares S&P 500 Value ETF by 3.8% during the 3rd quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock worth $272,000 after purchasing an additional 50 shares during the period. West Coast Financial LLC increased its stake in iShares S&P 500 Value ETF by 0.3% in the fourth 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 increased its stake 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 purchasing an additional 54 shares during the last quarter. GDS Wealth Management lifted its position in iShares S&P 500 Value ETF by 3.3% during the third quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after buying an additional 56 shares during the period. Finally, Roble Belko & Company Inc boosted its stake in iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after buying an additional 57 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE opened at $197.53 on Wednesday. The company has a market cap of $35.39 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12 month low of $173.01 and a 12 month high of $206.63. The company has a 50-day moving average of $196.34 and a 200-day moving average of $194.72.

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.