Lutz Financial Services LLC Sells 1,584 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

by · The Cerbat Gem

Lutz Financial Services LLC lowered its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 124,218 shares of the company’s stock after selling 1,584 shares during the period. iShares S&P 500 Value ETF comprises 2.1% of Lutz Financial Services LLC’s holdings, making the stock its 11th largest holding. Lutz Financial Services LLC’s holdings in iShares S&P 500 Value ETF were worth $19,110,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the company. Element Wealth LLC raised its stake in iShares S&P 500 Value ETF by 3.0% during the second quarter. Element Wealth LLC now owns 2,157 shares of the company’s stock worth $348,000 after buying an additional 62 shares during the last quarter. Founders Financial Securities LLC raised its stake in iShares S&P 500 Value ETF by 2.2% during the second quarter. Founders Financial Securities LLC now owns 3,042 shares of the company’s stock worth $490,000 after buying an additional 65 shares during the last quarter. Benjamin F. Edwards & Company Inc. raised its stake in iShares S&P 500 Value ETF by 4.2% during the second quarter. Benjamin F. Edwards & Company Inc. now owns 1,619 shares of the company’s stock worth $261,000 after buying an additional 65 shares during the last quarter. SageView Advisory Group LLC raised its stake in iShares S&P 500 Value ETF by 1.1% during the second quarter. SageView Advisory Group LLC now owns 6,153 shares of the company’s stock worth $992,000 after buying an additional 66 shares during the last quarter. Finally, Cadinha & Co. LLC raised its stake in iShares S&P 500 Value ETF by 1.0% during the third quarter. Cadinha & Co. LLC now owns 6,360 shares of the company’s stock worth $978,000 after buying an additional 66 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE traded up $0.44 during mid-day trading on Monday, reaching $173.31. 316,878 shares of the stock were exchanged, compared to its average volume of 764,009. iShares S&P 500 Value ETF has a one year low of $142.56 and a one year high of $175.32. The stock has a 50 day simple moving average of $169.33 and a 200-day simple moving average of $162.58. The stock has a market cap of $27.40 billion, a P/E ratio of 15.85 and a beta of 0.94.

iShares S&P 500 Value ETF Profile

(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.

See Also

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