RTD Financial Advisors Inc. Sells 4,621 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

RTD Financial Advisors Inc. trimmed its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.1% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 71,137 shares of the company’s stock after selling 4,621 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 1.8% of RTD Financial Advisors Inc.’s holdings, making the stock its 15th largest position. RTD Financial Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $13,557,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Pinney & Scofield Inc. bought a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter worth approximately $26,000. Providence First Trust Co bought a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter worth approximately $31,000. Centricity Wealth Management LLC bought a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter worth approximately $34,000. SJS Investment Consulting Inc. bought a new stake in shares of iShares S&P 500 Value ETF in the 1st quarter worth approximately $37,000. Finally, Morse Asset Management Inc bought a new stake in shares of iShares S&P 500 Value ETF in the 4th quarter worth approximately $41,000.

iShares S&P 500 Value ETF Stock Down 1.0%

Shares of IVE opened at $190.91 on Friday. The business’s 50 day moving average price is $185.25 and its 200-day moving average price is $190.78. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $206.63. The stock has a market cap of $38.09 billion, a P/E ratio of 20.88 and a beta of 0.89.

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.