iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by TSA Wealth Managment LLC

TSA Wealth Managment LLC lowered its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 41,247 shares of the company’s stock after selling 222 shares during the quarter. iShares S&P 500 Value ETF comprises about 3.2% of TSA Wealth Managment LLC’s holdings, making the stock its 12th largest position. TSA Wealth Managment LLC’s holdings in iShares S&P 500 Value ETF were worth $7,873,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Chesapeake Wealth Management increased its stake in shares of iShares S&P 500 Value ETF by 3.8% during the 3rd quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock valued at $272,000 after acquiring an additional 50 shares during the last quarter. West Coast Financial LLC grew its holdings in shares of iShares S&P 500 Value ETF by 0.3% during the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock worth $3,137,000 after purchasing an additional 53 shares during the period. SWP Financial LLC grew its holdings in shares of iShares S&P 500 Value ETF by 0.4% during the 4th quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock worth $2,443,000 after purchasing an additional 54 shares during the period. GDS Wealth Management grew its holdings in shares of iShares S&P 500 Value ETF by 3.3% during 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 during the period. Finally, Roble Belko & Company Inc grew its holdings in shares of iShares S&P 500 Value ETF by 0.5% during the 4th quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after purchasing an additional 57 shares during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA:IVE opened at $195.36 on Tuesday. iShares S&P 500 Value ETF has a 1 year low of $176.09 and a 1 year high of $206.63. The stock has a market capitalization of $35.63 billion, a P/E ratio of 22.47 and a beta of 0.95. The stock has a 50-day simple moving average of $194.55 and a 200-day simple moving average of $196.33.

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.