iShares S&P 500 Value ETF (NYSEARCA:IVE) is Halpern Financial Inc.’s Largest Position

Halpern Financial Inc. lessened its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.7% in the 3rd quarter, Holdings Channel.com reports. The firm owned 254,034 shares of the company’s stock after selling 6,940 shares during the quarter. iShares S&P 500 Value ETF comprises about 12.8% of Halpern Financial Inc.’s portfolio, making the stock its largest holding. Halpern Financial Inc.’s holdings in iShares S&P 500 Value ETF were worth $49,872,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. BKM Wealth Management LLC grew its holdings in iShares S&P 500 Value ETF by 2.9% in the 1st quarter. BKM Wealth Management LLC now owns 63,882 shares of the company’s stock valued at $11,934,000 after buying an additional 1,802 shares during the period. Sutton Place Investors LLC boosted its holdings in iShares S&P 500 Value ETF by 9.3% in the second quarter. Sutton Place Investors LLC now owns 5,704 shares of the company’s stock valued at $1,038,000 after purchasing an additional 483 shares during the last quarter. Wescott Financial Advisory Group LLC boosted its holdings in iShares S&P 500 Value ETF by 5.1% in the fourth quarter. Wescott Financial Advisory Group LLC now owns 24,843 shares of the company’s stock valued at $4,320,000 after purchasing an additional 1,206 shares during the last quarter. FinTrust Capital Advisors LLC boosted its holdings in iShares S&P 500 Value ETF by 2,406.7% in the first quarter. FinTrust Capital Advisors LLC now owns 1,504 shares of the company’s stock valued at $281,000 after purchasing an additional 1,444 shares during the last quarter. Finally, Financial Partners Group Inc boosted its holdings in iShares S&P 500 Value ETF by 2.7% in the second quarter. Financial Partners Group Inc now owns 2,784 shares of the company’s stock valued at $507,000 after purchasing an additional 74 shares during the last quarter.

iShares S&P 500 Value ETF Trading Up 0.7 %

NYSEARCA IVE traded up $1.29 on Friday, hitting $196.65. 329,205 shares of the stock traded hands, compared to its average volume of 701,597. The stock has a 50-day moving average of $192.30 and a 200 day moving average of $186.26. The company has a market capitalization of $35.23 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a twelve month low of $147.23 and a twelve month high of $197.63.

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.