Nwam LLC Has $2.94 Million Stock Position in iShares S&P 500 Value ETF $IVE

Nwam LLC trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 19.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 13,559 shares of the company’s stock after selling 3,186 shares during the period. Nwam LLC’s holdings in iShares S&P 500 Value ETF were worth $2,939,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. REAP Financial Group LLC lifted its holdings in iShares S&P 500 Value ETF by 9.7% in the third quarter. REAP Financial Group LLC now owns 542 shares of the company’s stock valued at $112,000 after buying an additional 48 shares during the period. Flagship Private Wealth LLC lifted its holdings in iShares S&P 500 Value ETF by 1.1% in the fourth quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock valued at $901,000 after buying an additional 48 shares during the period. Patten & Patten Inc. TN lifted its holdings in iShares S&P 500 Value ETF by 4.8% in the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after buying an additional 48 shares during the period. Bernardo Wealth Planning LLC lifted its holdings in iShares S&P 500 Value ETF by 0.5% in the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock valued at $2,014,000 after buying an additional 49 shares during the period. Finally, Stegner Investment Associates Inc. lifted its holdings in iShares S&P 500 Value ETF by 0.3% in the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after buying an additional 49 shares during the period.

iShares S&P 500 Value ETF Price Performance

Shares of iShares S&P 500 Value ETF stock opened at $224.26 on Monday. iShares S&P 500 Value ETF has a 12 month low of $184.99 and a 12 month high of $225.34. The business has a fifty day simple moving average of $216.30 and a 200 day simple moving average of $214.60. The stock has a market cap of $49.52 billion, a PE ratio of 20.70 and a beta of 0.83.

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.