Visionary Wealth Advisors Has $443,000 Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Visionary Wealth Advisors cut its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,319 shares of the company’s stock after selling 133 shares during the quarter. Visionary Wealth Advisors’ holdings in iShares S&P 500 Value ETF were worth $443,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IVE. Harbor Investment Advisory LLC lifted its holdings in iShares S&P 500 Value ETF by 0.3% during the 4th quarter. Harbor Investment Advisory LLC now owns 20,039 shares of the company’s stock worth $3,825,000 after buying an additional 60 shares during the period. Koshinski Asset Management Inc. lifted its holdings in iShares S&P 500 Value ETF by 29.7% during the 4th quarter. Koshinski Asset Management Inc. now owns 8,801 shares of the company’s stock worth $1,680,000 after buying an additional 2,013 shares during the period. Ballentine Partners LLC lifted its stake in shares of iShares S&P 500 Value ETF by 0.8% in the 4th quarter. Ballentine Partners LLC now owns 8,383 shares of the company’s stock valued at $1,600,000 after purchasing an additional 66 shares during the period. Aspiriant LLC lifted its stake in shares of iShares S&P 500 Value ETF by 2.1% in the 4th quarter. Aspiriant LLC now owns 4,224 shares of the company’s stock valued at $806,000 after purchasing an additional 85 shares during the period. Finally, Transform Wealth LLC lifted its stake in shares of iShares S&P 500 Value ETF by 2.2% in the 4th quarter. Transform Wealth LLC now owns 145,947 shares of the company’s stock valued at $27,858,000 after purchasing an additional 3,108 shares during the period.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA:IVE opened at $191.54 on Wednesday. The company has a market capitalization of $38.17 billion, a price-to-earnings ratio of 21.18 and a beta of 0.89. The business’s 50-day moving average is $184.19 and its 200-day moving average is $192.10. iShares S&P 500 Value ETF has a 1 year low of $165.45 and a 1 year high of $206.63.

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.