Laird Norton Wetherby Wealth Management LLC lessened its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 18.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 54,950 shares of the company’s stock after selling 12,359 shares during the period. iShares S&P 500 Value ETF accounts for about 0.5% of Laird Norton Wetherby Wealth Management LLC’s portfolio, making the stock its 27th biggest position. Laird Norton Wetherby Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $10,489,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds have also recently added to or reduced their stakes in IVE. West Coast Financial LLC increased its stake in shares of iShares S&P 500 Value ETF by 0.3% in the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock valued at $3,137,000 after purchasing an additional 53 shares during the last quarter. SWP Financial LLC increased its stake in shares of iShares S&P 500 Value ETF by 0.4% in the 4th quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock valued at $2,443,000 after purchasing an additional 54 shares during the last quarter. Roble Belko & Company Inc increased its stake in shares of iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock valued at $2,145,000 after purchasing an additional 57 shares during the last quarter. Family Firm Inc. increased its stake in shares of iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Family Firm Inc. now owns 10,464 shares of the company’s stock valued at $1,998,000 after purchasing an additional 57 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in shares of iShares S&P 500 Value ETF by 1.6% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,788 shares of the company’s stock valued at $723,000 after purchasing an additional 59 shares during the last quarter.
iShares S&P 500 Value ETF Stock Performance
Shares of IVE opened at $185.39 on Monday. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $206.63. The business’s fifty day moving average is $184.18 and its 200-day moving average is $192.34. The firm has a market cap of $36.95 billion, a price-to-earnings ratio of 21.18 and a beta of 0.89.
About iShares S&P 500 Value ETF
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.
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