Enzi Wealth trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 4.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,004 shares of the company’s stock after selling 83 shares during the period. Enzi Wealth’s holdings in iShares S&P 500 Value ETF were worth $392,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also modified their holdings of IVE. Thurston Springer Miller Herd & Titak Inc. lifted its stake in shares of iShares S&P 500 Value ETF by 100.0% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock worth $29,000 after acquiring an additional 76 shares during the period. Northwest Investment Counselors LLC acquired a new stake in iShares S&P 500 Value ETF in the third quarter worth approximately $31,000. Valued Wealth Advisors LLC bought a new position in iShares S&P 500 Value ETF during the 3rd quarter valued at $35,000. Perkins Coie Trust Co acquired a new position in shares of iShares S&P 500 Value ETF during the 4th quarter valued at $35,000. Finally, Copley Financial Group Inc. bought a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter worth $36,000.
iShares S&P 500 Value ETF Stock Down 0.2 %
Shares of IVE stock opened at $197.15 on Thursday. The stock has a 50-day simple moving average of $196.30 and a 200 day simple moving average of $194.80. The stock has a market capitalization of $35.32 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a fifty-two week low of $173.01 and a fifty-two week high of $206.63.
About iShares S&P 500 Value ETF
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.
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