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

EP Wealth Advisors LLC cut its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 38,668 shares of the company’s stock after selling 1,770 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $7,038,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in IVE. B. Riley Wealth Advisors Inc. grew its stake in iShares S&P 500 Value ETF by 47.5% during the 2nd quarter. B. Riley Wealth Advisors Inc. now owns 66,884 shares of the company’s stock worth $12,174,000 after buying an additional 21,541 shares during the last quarter. Gateway Wealth Partners LLC grew its position in shares of iShares S&P 500 Value ETF by 11.0% during the second quarter. Gateway Wealth Partners LLC now owns 9,599 shares of the company’s stock worth $1,747,000 after acquiring an additional 954 shares during the last quarter. Newport Capital Group LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the 2nd quarter worth about $1,030,000. High Falls Advisors Inc lifted its position in iShares S&P 500 Value ETF by 3.1% in the 2nd quarter. High Falls Advisors Inc now owns 74,353 shares of the company’s stock valued at $13,533,000 after purchasing an additional 2,223 shares during the last quarter. Finally, Regal Investment Advisors LLC boosted its stake in iShares S&P 500 Value ETF by 3.7% during the 2nd quarter. Regal Investment Advisors LLC now owns 28,000 shares of the company’s stock valued at $5,096,000 after purchasing an additional 1,007 shares during the period.

iShares S&P 500 Value ETF Trading Up 0.3 %

NYSEARCA IVE opened at $197.17 on Tuesday. The company has a 50-day moving average price of $191.60 and a two-hundred day moving average price of $185.92. The stock has a market cap of $35.32 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 52 week low of $147.23 and a 52 week high of $197.63.

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.