O Connor Financial Group LLC Has $4.73 Million Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

O Connor Financial Group LLC lessened its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,799 shares of the company’s stock after selling 1,129 shares during the period. iShares S&P 500 Value ETF accounts for about 2.5% of O Connor Financial Group LLC’s portfolio, making the stock its 17th biggest holding. O Connor Financial Group LLC’s holdings in iShares S&P 500 Value ETF were worth $4,734,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Chesapeake Wealth Management boosted its stake in shares of iShares S&P 500 Value ETF by 3.8% in the 3rd quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock valued at $272,000 after purchasing an additional 50 shares in the last quarter. GDS Wealth Management grew its position in iShares S&P 500 Value ETF by 3.3% during the 3rd quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after acquiring an additional 56 shares during the last quarter. Whitcomb & Hess Inc. increased its stake in shares of iShares S&P 500 Value ETF by 1.0% in the third quarter. Whitcomb & Hess Inc. now owns 6,023 shares of the company’s stock worth $1,188,000 after buying an additional 58 shares during the period. Axiom Advisory LLC increased its position in shares of iShares S&P 500 Value ETF by 1.8% in the third quarter. Axiom Advisory LLC now owns 3,392 shares of the company’s stock valued at $646,000 after acquiring an additional 61 shares during the period. Finally, Kohmann Bosshard Financial Services LLC raised its stake in shares of iShares S&P 500 Value ETF by 0.6% during the third quarter. Kohmann Bosshard Financial Services LLC now owns 10,171 shares of the company’s stock valued at $2,005,000 after acquiring an additional 63 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE traded up $1.00 during trading hours on Monday, hitting $192.45. The company’s stock had a trading volume of 362,997 shares, compared to its average volume of 1,294,994. iShares S&P 500 Value ETF has a 12 month low of $170.13 and a 12 month high of $206.63. The business has a 50-day simple moving average of $198.14 and a 200-day simple moving average of $193.51. The stock has a market cap of $34.48 billion, a price-to-earnings 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.