Quotient Wealth Partners LLC Cuts Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Quotient Wealth Partners LLC trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,131 shares of the company’s stock after selling 1,484 shares during the quarter. Quotient Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $4,415,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. LexAurum Advisors LLC grew its holdings in iShares S&P 500 Value ETF by 47.2% in the fourth quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after purchasing an additional 1,233 shares during the last quarter. NBC Securities Inc. grew its holdings in iShares S&P 500 Value ETF by 33.3% in the third quarter. NBC Securities Inc. now owns 2,148 shares of the company’s stock worth $423,000 after purchasing an additional 536 shares during the last quarter. DAVENPORT & Co LLC grew its holdings in iShares S&P 500 Value ETF by 10.9% in the fourth quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock worth $722,000 after purchasing an additional 372 shares during the last quarter. Financial Synergies Wealth Advisors Inc. grew its holdings in iShares S&P 500 Value ETF by 0.6% in the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock worth $5,480,000 after purchasing an additional 160 shares during the last quarter. Finally, Concourse Financial Group Securities Inc. grew its holdings in iShares S&P 500 Value ETF by 7.0% in the third quarter. Concourse Financial Group Securities Inc. now owns 53,260 shares of the company’s stock worth $10,501,000 after purchasing an additional 3,500 shares during the last quarter.

iShares S&P 500 Value ETF Trading Down 0.8 %

NYSEARCA IVE opened at $194.62 on Friday. The firm’s fifty day simple moving average is $195.01 and its two-hundred day simple moving average is $195.14. iShares S&P 500 Value ETF has a 12-month low of $173.01 and a 12-month high of $206.63. The firm has a market capitalization of $34.87 billion, a P/E ratio of 23.79 and a beta of 0.81.

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.