iShares S&P 500 Value ETF $IVE Holdings Decreased by Durante & Waters LLC

Durante & Waters LLC cut its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 80.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,757 shares of the company’s stock after selling 52,169 shares during the quarter. iShares S&P 500 Value ETF accounts for about 1.9% of Durante & Waters LLC’s investment portfolio, making the stock its 11th largest holding. Durante & Waters LLC’s holdings in iShares S&P 500 Value ETF were worth $2,634,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Dumont & Blake Investment Advisors LLC lifted its stake in iShares S&P 500 Value ETF by 0.5% in the third quarter. Dumont & Blake Investment Advisors LLC now owns 10,795 shares of the company’s stock valued at $2,229,000 after buying an additional 49 shares during the last quarter. Signal Advisors Wealth LLC lifted its holdings in iShares S&P 500 Value ETF by 0.6% in the third quarter. Signal Advisors Wealth LLC now owns 9,010 shares of the company’s stock worth $1,861,000 after purchasing an additional 51 shares during the period. Pinnacle Wealth Management Advisory Group LLC grew its position in iShares S&P 500 Value ETF by 2.2% in the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,749 shares of the company’s stock valued at $537,000 after buying an additional 59 shares in the last quarter. CPC Advisors LLC increased its stake in iShares S&P 500 Value ETF by 4.9% during the 3rd quarter. CPC Advisors LLC now owns 1,255 shares of the company’s stock valued at $259,000 after buying an additional 59 shares during the period. Finally, Pinnacle Associates Ltd. lifted its position in iShares S&P 500 Value ETF by 0.8% in the second quarter. Pinnacle Associates Ltd. now owns 8,323 shares of the company’s stock worth $1,626,000 after purchasing an additional 62 shares during the period.

iShares S&P 500 Value ETF Stock Down 0.9%

Shares of NYSEARCA IVE opened at $219.01 on Friday. The business has a fifty day simple moving average of $214.72 and a 200-day simple moving average of $208.07. The company has a market cap of $49.47 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $221.70.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.