Wealth Enhancement Advisory Services LLC Trims Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Wealth Enhancement Advisory Services LLC decreased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 84,046 shares of the company’s stock after selling 306 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in iShares S&P 500 Value ETF were worth $16,572,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of IVE. Chesapeake Wealth Management grew its holdings in iShares S&P 500 Value ETF by 3.8% during the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock worth $272,000 after acquiring an additional 50 shares during the period. GDS Wealth Management boosted its position in iShares S&P 500 Value ETF by 3.3% in the 3rd quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after purchasing an additional 56 shares in the last quarter. Whitcomb & Hess Inc. grew its stake in shares of iShares S&P 500 Value ETF by 1.0% during the 3rd quarter. Whitcomb & Hess Inc. now owns 6,023 shares of the company’s stock worth $1,188,000 after purchasing an additional 58 shares during the period. Axiom Advisory LLC increased its holdings in shares of iShares S&P 500 Value ETF by 1.8% during the 3rd quarter. Axiom Advisory LLC now owns 3,392 shares of the company’s stock valued at $646,000 after purchasing an additional 61 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC lifted its stake in shares of iShares S&P 500 Value ETF by 0.6% in the 3rd quarter. Kohmann Bosshard Financial Services LLC now owns 10,171 shares of the company’s stock valued at $2,005,000 after purchasing an additional 63 shares during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE opened at $188.17 on Friday. iShares S&P 500 Value ETF has a 1 year low of $170.13 and a 1 year high of $206.63. The company’s fifty day moving average price is $197.63 and its 200 day moving average price is $193.70. The company has a market capitalization of $33.71 billion, a PE ratio of 23.79 and a beta of 0.81.

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.