iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Inspirion Wealth Advisors LLC

Inspirion Wealth Advisors LLC lessened its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.0% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 4,257 shares of the company’s stock after selling 423 shares during the quarter. Inspirion Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $839,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Palisade Asset Management LLC acquired a new stake in iShares S&P 500 Value ETF in the first quarter worth about $26,000. CarsonAllaria Wealth Management Ltd. increased its stake in iShares S&P 500 Value ETF by 289.5% during the 1st quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock valued at $28,000 after purchasing an additional 110 shares in the last quarter. Vima LLC purchased a new position in shares of iShares S&P 500 Value ETF in the fourth quarter worth $27,000. Northwest Investment Counselors LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the first quarter worth $29,000. Finally, Fortis Group Advisors LLC grew its holdings in shares of iShares S&P 500 Value ETF by 100.0% during the fourth quarter. Fortis Group Advisors LLC now owns 200 shares of the company’s stock valued at $35,000 after buying an additional 100 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE traded up $1.29 during mid-day trading on Friday, hitting $196.65. The stock had a trading volume of 329,205 shares, compared to its average volume of 701,597. The company has a 50 day moving average of $192.30 and a two-hundred day moving average of $186.26. iShares S&P 500 Value ETF has a twelve month low of $147.23 and a twelve month high of $197.63. The firm has a market cap of $35.23 billion, a PE ratio of 23.79 and a beta of 0.81.

iShares S&P 500 Value ETF Company 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.