Fonville Wealth Management LLC Sells 977 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Fonville Wealth Management LLC lowered its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 11.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 7,791 shares of the company’s stock after selling 977 shares during the period. Fonville Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $1,487,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in IVE. Chesapeake Wealth Management grew its stake in shares of iShares S&P 500 Value ETF by 3.8% during the third quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock valued at $272,000 after buying an additional 50 shares during the last quarter. West Coast Financial LLC boosted its holdings in iShares S&P 500 Value ETF by 0.3% during the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock valued at $3,137,000 after acquiring an additional 53 shares during the period. SWP Financial LLC grew its position in iShares S&P 500 Value ETF by 0.4% during the 4th quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock worth $2,443,000 after acquiring an additional 54 shares during the last quarter. GDS Wealth Management increased its stake in iShares S&P 500 Value ETF by 3.3% in the 3rd quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after purchasing an additional 56 shares during the period. Finally, Roble Belko & Company Inc lifted its position in iShares S&P 500 Value ETF by 0.5% in the fourth 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.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA:IVE opened at $194.62 on Monday. iShares S&P 500 Value ETF has a fifty-two week low of $173.01 and a fifty-two week high of $206.63. The firm has a market cap of $34.87 billion, a PE ratio of 23.79 and a beta of 0.81. The business has a 50 day moving average price of $195.01 and a 200-day moving average price of $195.20.

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.