SOA Wealth Advisors LLC. Has $1.36 Million Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

SOA Wealth Advisors LLC. reduced its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 4.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,297 shares of the company’s stock after selling 345 shares during the quarter. SOA Wealth Advisors LLC.’s holdings in iShares S&P 500 Value ETF were worth $1,363,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Bank OZK grew its position in shares of iShares S&P 500 Value ETF by 42.6% during the 4th quarter. Bank OZK now owns 2,310 shares of the company’s stock worth $402,000 after buying an additional 690 shares during the period. D.A. Davidson & CO. grew its position in shares of iShares S&P 500 Value ETF by 0.6% in the 4th quarter. D.A. Davidson & CO. now owns 18,017 shares of the company’s stock valued at $3,133,000 after purchasing an additional 110 shares during the period. Sachetta LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 4th quarter valued at approximately $1,723,000. Watershed Private Wealth LLC grew its position in shares of iShares S&P 500 Value ETF by 3.4% in the 4th quarter. Watershed Private Wealth LLC now owns 39,034 shares of the company’s stock valued at $6,787,000 after purchasing an additional 1,279 shares during the period. Finally, Focus Financial Network Inc. ADV acquired a new position in shares of iShares S&P 500 Value ETF in the 4th quarter valued at approximately $7,322,000.

iShares S&P 500 Value ETF Stock Down 0.0 %

Shares of IVE traded down $0.01 on Friday, hitting $182.66. The company’s stock had a trading volume of 1,325,205 shares, compared to its average volume of 817,247. The firm’s fifty day moving average price is $181.95 and its 200-day moving average price is $178.69. iShares S&P 500 Value ETF has a fifty-two week low of $147.23 and a fifty-two week high of $187.24. The firm has a market capitalization of $32.72 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

About iShares S&P 500 Value ETF

(Free Report)

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.

Featured Articles

Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report).

Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

Receive News & Ratings for iShares S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.