Mount Yale Investment Advisors LLC Decreases Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Mount Yale Investment Advisors LLC reduced its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 16,698 shares of the company’s stock after selling 191 shares during the quarter. Mount Yale Investment Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $3,292,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. CGN Advisors LLC grew its position in shares of iShares S&P 500 Value ETF by 3.0% in the second 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 raised its holdings in shares of iShares S&P 500 Value ETF by 1.3% in the second quarter. Capital Square LLC now owns 4,339 shares of the company’s stock worth $816,000 after acquiring an additional 55 shares during the last quarter. HighMark Wealth Management LLC raised its holdings 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 last quarter. Jaffetilchin Investment Partners LLC boosted its stake 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 acquiring an additional 57 shares during the last quarter. Finally, WR Wealth Planners LLC increased its position in iShares S&P 500 Value ETF by 1.5% during the 2nd quarter. WR Wealth Planners LLC now owns 3,846 shares of the company’s stock worth $700,000 after purchasing an additional 57 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 0.3 %

NYSEARCA:IVE opened at $197.79 on Friday. iShares S&P 500 Value ETF has a 12-month low of $147.23 and a 12-month high of $201.08. The firm has a market cap of $35.43 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The company’s 50-day moving average is $195.36 and its two-hundred day moving average is $187.54.

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.