Sigma Planning Corp lowered its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 9.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 104,336 shares of the company’s stock after selling 11,343 shares during the period. iShares S&P 500 Value ETF accounts for about 0.6% of Sigma Planning Corp’s investment portfolio, making the stock its 22nd largest position. Sigma Planning Corp’s holdings in iShares S&P 500 Value ETF were worth $21,546,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds have also recently modified their holdings of the stock. OneDigital Investment Advisors LLC grew its stake in iShares S&P 500 Value ETF by 4.3% during the third quarter. OneDigital Investment Advisors LLC now owns 718,063 shares of the company’s stock valued at $148,287,000 after acquiring an additional 29,888 shares in the last quarter. Advyzon Investment Management LLC lifted its stake in iShares S&P 500 Value ETF by 120.1% in the 3rd quarter. Advyzon Investment Management LLC now owns 3,358 shares of the company’s stock worth $693,000 after purchasing an additional 1,832 shares in the last quarter. Citigroup Inc. boosted its holdings in shares of iShares S&P 500 Value ETF by 2.7% during the 3rd quarter. Citigroup Inc. now owns 116,174 shares of the company’s stock valued at $23,991,000 after purchasing an additional 3,081 shares during the last quarter. Rossby Financial LCC grew its position in shares of iShares S&P 500 Value ETF by 7.5% during the third quarter. Rossby Financial LCC now owns 757 shares of the company’s stock valued at $157,000 after purchasing an additional 53 shares in the last quarter. Finally, Siligmueller & Norvid Wealth Advisors LLC increased its holdings in shares of iShares S&P 500 Value ETF by 18.6% in the third quarter. Siligmueller & Norvid Wealth Advisors LLC now owns 28,186 shares of the company’s stock worth $5,825,000 after purchasing an additional 4,429 shares during the last quarter.
iShares S&P 500 Value ETF Trading Up 0.4%
NYSEARCA:IVE opened at $221.19 on Friday. The business’s 50-day moving average is $216.60 and its 200 day moving average is $209.88. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $223.05. The company has a market capitalization of $49.97 billion, a P/E ratio of 20.70 and a beta of 0.89.
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.
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