RTD Financial Advisors Inc. Sells 2,558 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

RTD Financial Advisors Inc. trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 77,094 shares of the company’s stock after selling 2,558 shares during the period. iShares S&P 500 Value ETF makes up approximately 1.9% of RTD Financial Advisors Inc.’s holdings, making the stock its 15th largest position. RTD Financial Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $15,201,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. CGN Advisors LLC boosted its stake in iShares S&P 500 Value ETF by 3.0% during the 2nd quarter. CGN Advisors LLC now owns 1,860 shares of the company’s stock valued at $339,000 after purchasing an additional 55 shares during the last quarter. Capital Square LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 1.3% during the 2nd quarter. Capital Square LLC now owns 4,339 shares of the company’s stock valued at $816,000 after acquiring an additional 55 shares during the last quarter. HighMark Wealth Management LLC grew its stake in shares of iShares S&P 500 Value ETF by 0.7% in the second quarter. HighMark Wealth Management LLC now owns 8,208 shares of the company’s stock worth $1,494,000 after acquiring an additional 56 shares during the period. Jaffetilchin Investment Partners LLC raised its holdings in shares of iShares S&P 500 Value ETF by 0.8% during the second quarter. Jaffetilchin Investment Partners LLC now owns 7,025 shares of the company’s stock valued at $1,279,000 after purchasing an additional 57 shares during the last quarter. Finally, WR Wealth Planners LLC lifted its position in iShares S&P 500 Value ETF by 1.5% during the second quarter. WR Wealth Planners LLC now owns 3,846 shares of the company’s stock valued at $700,000 after purchasing an additional 57 shares during the period.

iShares S&P 500 Value ETF Price Performance

Shares of IVE traded up $4.23 during trading hours on Wednesday, hitting $200.58. The stock had a trading volume of 56,520 shares, compared to its average volume of 674,233. The firm has a market capitalization of $35.93 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 12 month low of $155.79 and a 12 month high of $201.45. The stock has a fifty day moving average price of $196.11 and a 200 day moving average price of $188.64.

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.