Clayton Financial Group LLC Reduces Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Clayton Financial Group LLC trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,220 shares of the company’s stock after selling 84 shares during the quarter. Clayton Financial Group LLC’s holdings in iShares S&P 500 Value ETF were worth $424,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in IVE. Thurston Springer Miller Herd & Titak Inc. grew its position in shares of iShares S&P 500 Value ETF by 100.0% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after acquiring an additional 76 shares during the period. Northwest Investment Counselors LLC bought a new stake in iShares S&P 500 Value ETF during the third quarter valued at about $31,000. Valued Wealth Advisors LLC purchased a new stake in iShares S&P 500 Value ETF in the third quarter worth about $35,000. Perkins Coie Trust Co bought a new position in shares of iShares S&P 500 Value ETF in the fourth quarter worth about $35,000. Finally, Copley Financial Group Inc. purchased a new position in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at about $36,000.

iShares S&P 500 Value ETF Trading Up 0.3 %

Shares of NYSEARCA:IVE opened at $195.75 on Wednesday. iShares S&P 500 Value ETF has a 12-month low of $173.01 and a 12-month high of $206.63. The company has a market cap of $35.07 billion, a PE ratio of 23.79 and a beta of 0.81. The stock has a 50 day moving average of $195.61 and a 200 day moving average of $195.08.

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.