iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Bradley Foster & Sargent Inc. CT

Bradley Foster & Sargent Inc. CT reduced its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 40,211 shares of the company’s stock after selling 1,012 shares during the period. Bradley Foster & Sargent Inc. CT’s holdings in iShares S&P 500 Value ETF were worth $7,319,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of IVE. Vanguard Personalized Indexing Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the 4th quarter worth $442,000. TrinityPoint Wealth LLC lifted its position in shares of iShares S&P 500 Value ETF by 40.4% during the 4th quarter. TrinityPoint Wealth LLC now owns 1,878 shares of the company’s stock worth $327,000 after purchasing an additional 540 shares during the last quarter. Balentine LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the 4th quarter worth $46,000. D.A. Davidson & CO. lifted its position in shares of iShares S&P 500 Value ETF by 0.6% during the 4th quarter. D.A. Davidson & CO. now owns 18,017 shares of the company’s stock worth $3,133,000 after purchasing an additional 110 shares during the last quarter. Finally, Franklin Resources Inc. lifted its position in shares of iShares S&P 500 Value ETF by 17.2% during the 4th quarter. Franklin Resources Inc. now owns 34,672 shares of the company’s stock worth $6,029,000 after purchasing an additional 5,094 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of IVE opened at $195.16 on Thursday. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $197.39. The stock has a market cap of $34.96 billion, a PE ratio of 23.79 and a beta of 0.81. The firm has a fifty day moving average price of $190.19 and a 200 day moving average price of $185.08.

iShares S&P 500 Value ETF 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.