iShares S&P 500 Value ETF $IVE Shares Sold by Koss Olinger Consulting LLC

Koss Olinger Consulting LLC decreased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 33.5% during the 1st quarter, HoldingsChannel reports. The fund owned 92,755 shares of the company’s stock after selling 46,756 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 1.6% of Koss Olinger Consulting LLC’s investment portfolio, making the stock its 11th largest holding. Koss Olinger Consulting LLC’s holdings in iShares S&P 500 Value ETF were worth $19,585,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Regimen Wealth LLC increased its holdings in iShares S&P 500 Value ETF by 12.9% during the 1st quarter. Regimen Wealth LLC now owns 13,989 shares of the company’s stock worth $2,954,000 after purchasing an additional 1,595 shares during the last quarter. Ascent Wealth Partners LLC boosted its stake in shares of iShares S&P 500 Value ETF by 15.9% during the 1st quarter. Ascent Wealth Partners LLC now owns 26,113 shares of the company’s stock valued at $5,514,000 after buying an additional 3,587 shares during the last quarter. IMA Advisory Services Inc. grew its position in shares of iShares S&P 500 Value ETF by 35.8% during the first quarter. IMA Advisory Services Inc. now owns 595 shares of the company’s stock worth $126,000 after buying an additional 157 shares in the last quarter. Bartlett & CO. Wealth Management LLC grew its position in shares of iShares S&P 500 Value ETF by 4.2% during the first quarter. Bartlett & CO. Wealth Management LLC now owns 23,169 shares of the company’s stock worth $5,145,000 after buying an additional 931 shares in the last quarter. Finally, Cornerstone Planning Group LLC grew its position in shares of iShares S&P 500 Value ETF by 33.1% during the first quarter. Cornerstone Planning Group LLC now owns 34,367 shares of the company’s stock worth $7,691,000 after buying an additional 8,547 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA:IVE opened at $231.15 on Monday. The company has a fifty day simple moving average of $227.57 and a 200 day simple moving average of $220.75. The firm has a market cap of $48.88 billion, a PE ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 12-month low of $193.90 and a 12-month high of $233.58.

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. 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.