iShares S&P 500 Value ETF (NYSEARCA:IVE) Stake Lessened by West Oak Capital LLC

West Oak Capital LLC cut its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 96.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 207 shares of the company’s stock after selling 5,959 shares during the period. West Oak Capital LLC’s holdings in iShares S&P 500 Value ETF were worth $40,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in IVE. Northwest Investment Counselors LLC bought a new stake in iShares S&P 500 Value ETF during the third quarter worth approximately $31,000. Valued Wealth Advisors LLC bought a new stake in iShares S&P 500 Value ETF during the third quarter worth approximately $35,000. Copley Financial Group Inc. bought a new stake in iShares S&P 500 Value ETF during the third quarter worth approximately $36,000. Hobbs Group Advisors LLC bought a new stake in iShares S&P 500 Value ETF during the third quarter worth approximately $40,000. Finally, Colony Family Offices LLC boosted its holdings 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 buying an additional 119 shares in the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA:IVE opened at $188.17 on Friday. The stock has a market capitalization of $33.71 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1-year low of $170.13 and a 1-year high of $206.63. The company has a 50 day moving average price of $197.63 and a 200 day moving average price of $193.63.

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.