Old Port Advisors Sells 325 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Old Port Advisors lowered its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVEGet Rating) by 10.7% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,707 shares of the company’s stock after selling 325 shares during the quarter. Old Port Advisors’ holdings in iShares S&P 500 Value ETF were worth $423,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Wells Fargo & Company MN raised its holdings in iShares S&P 500 Value ETF by 2.6% during the 4th quarter. Wells Fargo & Company MN now owns 8,485,582 shares of the company’s stock worth $1,329,096,000 after buying an additional 212,277 shares during the period. Bank of America Corp DE grew its stake in shares of iShares S&P 500 Value ETF by 2.2% during the 4th quarter. Bank of America Corp DE now owns 6,320,537 shares of the company’s stock worth $989,986,000 after acquiring an additional 134,436 shares in the last quarter. Stifel Financial Corp grew its stake in shares of iShares S&P 500 Value ETF by 5.4% during the 4th quarter. Stifel Financial Corp now owns 2,725,726 shares of the company’s stock worth $426,931,000 after acquiring an additional 140,377 shares in the last quarter. Advisor Group Holdings Inc. grew its stake in shares of iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Advisor Group Holdings Inc. now owns 1,086,527 shares of the company’s stock valued at $170,378,000 after buying an additional 8,405 shares in the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC grew its stake in shares of iShares S&P 500 Value ETF by 3.4% in the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 755,219 shares of the company’s stock valued at $118,290,000 after buying an additional 24,586 shares in the last quarter.

IVE stock opened at $135.97 on Thursday. The company has a fifty day moving average price of $147.13 and a two-hundred day moving average price of $151.65. iShares S&P 500 Value ETF has a one year low of $132.18 and a one year high of $160.38.

iShares S&P 500 Value ETF Company Profile (Get Rating)

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.

Recommended Stories

Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVEGet Rating).

Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

Want More Great Investing Ideas?

Receive News & Ratings for iShares S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.