iShares S&P 500 Value ETF $IVE Shares Sold by Mosley Wealth Management

Mosley Wealth Management cut its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 89.7% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,191 shares of the company’s stock after selling 19,063 shares during the period. Mosley Wealth Management’s holdings in iShares S&P 500 Value ETF were worth $497,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Apollon Financial LLC lifted its position in shares of iShares S&P 500 Value ETF by 41.7% in the second quarter. Apollon Financial LLC now owns 4,587 shares of the company’s stock valued at $1,042,000 after acquiring an additional 1,351 shares in the last quarter. Apollon Wealth Management LLC increased its position in iShares S&P 500 Value ETF by 1.9% during the 2nd quarter. Apollon Wealth Management LLC now owns 90,097 shares of the company’s stock worth $20,457,000 after purchasing an additional 1,657 shares in the last quarter. Lazari Capital Management Inc. purchased a new stake in iShares S&P 500 Value ETF during the 2nd quarter worth about $202,000. Capital Management Associates Inc purchased a new stake in iShares S&P 500 Value ETF during the 2nd quarter worth about $271,000. Finally, Confluence Wealth Services Inc. raised its stake in iShares S&P 500 Value ETF by 4.6% in the 2nd quarter. Confluence Wealth Services Inc. now owns 2,557 shares of the company’s stock valued at $580,000 after purchasing an additional 112 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $238.01 on Friday. iShares S&P 500 Value ETF has a 1 year low of $200.52 and a 1 year high of $238.30. The company’s 50 day simple moving average is $230.24 and its 200 day simple moving average is $223.14. The company has a market capitalization of $50.30 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.