Wealth Dimensions Group Ltd. Sells 100 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Wealth Dimensions Group Ltd. trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 11,448 shares of the company’s stock after selling 100 shares during the quarter. iShares S&P 500 Value ETF makes up 0.6% of Wealth Dimensions Group Ltd.’s holdings, making the stock its 26th largest position. Wealth Dimensions Group Ltd.’s holdings in iShares S&P 500 Value ETF were worth $2,257,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the company. Northwest Investment Counselors LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the third quarter valued at approximately $31,000. Valued Wealth Advisors LLC acquired a new stake in iShares S&P 500 Value ETF during the 3rd quarter valued at $35,000. Addison Advisors LLC lifted its holdings in iShares S&P 500 Value ETF by 50.0% during the 2nd quarter. Addison Advisors LLC now owns 279 shares of the company’s stock valued at $51,000 after purchasing an additional 93 shares during the last quarter. Colony Family Offices LLC boosted its position in iShares S&P 500 Value ETF by 77.3% during the third quarter. Colony Family Offices LLC now owns 273 shares of the company’s stock worth $54,000 after purchasing an additional 119 shares during the period. Finally, TruNorth Capital Management LLC acquired a new position in shares of iShares S&P 500 Value ETF in the second quarter valued at $65,000.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $203.74 on Friday. The stock has a market cap of $36.50 billion, a PE ratio of 23.79 and a beta of 0.81. The firm has a 50-day moving average of $198.01 and a 200-day moving average of $190.47. iShares S&P 500 Value ETF has a 52-week low of $163.68 and a 52-week high of $204.00.

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.