Simon Quick Advisors LLC Has $2.14 Million Stake in iShares S&P 500 Value ETF $IVE

Simon Quick Advisors LLC decreased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,948 shares of the company’s stock after selling 266 shares during the period. Simon Quick Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $2,139,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Coign Capital Advisors LLC lifted its position in iShares S&P 500 Value ETF by 9.9% during the 2nd quarter. Coign Capital Advisors LLC now owns 13,523 shares of the company’s stock worth $2,643,000 after acquiring an additional 1,223 shares during the last quarter. Atria Investments Inc lifted its position in iShares S&P 500 Value ETF by 27.1% during the 2nd quarter. Atria Investments Inc now owns 193,306 shares of the company’s stock worth $37,776,000 after acquiring an additional 41,251 shares during the last quarter. Assetmark Inc. lifted its position in iShares S&P 500 Value ETF by 195.0% during the 2nd quarter. Assetmark Inc. now owns 21,138 shares of the company’s stock worth $4,131,000 after acquiring an additional 13,973 shares during the last quarter. Hantz Financial Services Inc. lifted its position in iShares S&P 500 Value ETF by 326.7% during the 2nd quarter. Hantz Financial Services Inc. now owns 367 shares of the company’s stock worth $72,000 after acquiring an additional 281 shares during the last quarter. Finally, Arkadios Wealth Advisors lifted its position in iShares S&P 500 Value ETF by 19.4% during the 2nd quarter. Arkadios Wealth Advisors now owns 57,267 shares of the company’s stock worth $11,191,000 after acquiring an additional 9,306 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $208.33 on Friday. The firm has a market cap of $42.27 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $211.83. The firm has a fifty day moving average price of $205.51 and a two-hundred day moving average price of $196.63.

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.