Catalina Capital Group LLC Reduces Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Catalina Capital Group LLC cut its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,508 shares of the company’s stock after selling 374 shares during the quarter. Catalina Capital Group LLC’s holdings in iShares S&P 500 Value ETF were worth $692,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Beacon Financial Advisory LLC lifted its position in iShares S&P 500 Value ETF by 12.3% during the third quarter. Beacon Financial Advisory LLC now owns 3,258 shares of the company’s stock valued at $642,000 after purchasing an additional 357 shares during the last quarter. Flagship Private Wealth LLC grew its position in iShares S&P 500 Value ETF by 2.4% in the third quarter. Flagship Private Wealth LLC now owns 3,558 shares of the company’s stock worth $702,000 after acquiring an additional 83 shares in the last quarter. North Star Investment Management Corp. raised its position in iShares S&P 500 Value ETF by 6.9% during the third quarter. North Star Investment Management Corp. now owns 181,229 shares of the company’s stock valued at $35,733,000 after purchasing an additional 11,767 shares in the last quarter. Falcon Wealth Planning increased its position in shares of iShares S&P 500 Value ETF by 9.4% during the 3rd quarter. Falcon Wealth Planning now owns 22,736 shares of the company’s stock valued at $4,483,000 after purchasing an additional 1,949 shares during the last quarter. Finally, Austin Private Wealth LLC boosted its stake in iShares S&P 500 Value ETF by 10.8% in the third quarter. Austin Private Wealth LLC now owns 137,327 shares of the company’s stock worth $27,077,000 after buying an additional 13,335 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

IVE stock opened at $196.37 on Wednesday. iShares S&P 500 Value ETF has a one year low of $155.79 and a one year high of $201.08. The company has a market capitalization of $35.18 billion, a PE ratio of 23.79 and a beta of 0.81. The company’s 50 day moving average price is $196.11 and its two-hundred day moving average price is $188.64.

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.