American Trust Decreases Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

American Trust lessened its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 21.0% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 3,461 shares of the company’s stock after selling 920 shares during the quarter. American Trust’s holdings in iShares S&P 500 Value ETF were worth $647,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in the company. Moloney Securities Asset Management LLC grew its position in shares of iShares S&P 500 Value ETF by 2.1% during the first quarter. Moloney Securities Asset Management LLC now owns 2,842 shares of the company’s stock worth $531,000 after acquiring an additional 58 shares during the last quarter. Claro Advisors LLC increased its stake in iShares S&P 500 Value ETF by 2.0% in the first quarter. Claro Advisors LLC now owns 3,033 shares of the company’s stock valued at $567,000 after purchasing an additional 60 shares during the period. Ellis Investment Partners LLC increased its stake in iShares S&P 500 Value ETF by 0.4% in the fourth quarter. Ellis Investment Partners LLC now owns 15,815 shares of the company’s stock valued at $2,750,000 after purchasing an additional 63 shares during the period. Beacon Bridge Wealth Partners LLC raised its holdings in shares of iShares S&P 500 Value ETF by 4.7% in the fourth quarter. Beacon Bridge Wealth Partners LLC now owns 1,404 shares of the company’s stock valued at $244,000 after buying an additional 63 shares during the last quarter. Finally, Fountainhead AM LLC boosted its stake in shares of iShares S&P 500 Value ETF by 4.6% during the first quarter. Fountainhead AM LLC now owns 1,490 shares of the company’s stock worth $278,000 after buying an additional 65 shares during the period.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock traded down $2.62 during mid-day trading on Friday, reaching $186.65. The company had a trading volume of 984,447 shares, compared to its average volume of 768,872. The stock’s 50-day simple moving average is $184.22 and its 200-day simple moving average is $181.54. The company has a market capitalization of $33.44 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1 year low of $147.23 and a 1 year high of $191.93.

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.