Vantage Point Financial LLC Cuts Stock Position in iShares S&P 500 Value ETF $IVE

Vantage Point Financial LLC cut its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 17.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,810 shares of the company’s stock after selling 2,921 shares during the quarter. iShares S&P 500 Value ETF makes up about 1.0% of Vantage Point Financial LLC’s investment portfolio, making the stock its 23rd largest position. Vantage Point Financial LLC’s holdings in iShares S&P 500 Value ETF were worth $2,916,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of IVE. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors raised its position in iShares S&P 500 Value ETF by 96.6% in the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 223,947 shares of the company’s stock worth $47,492,000 after purchasing an additional 110,058 shares during the period. FLP Wealth Management LLC boosted its position in iShares S&P 500 Value ETF by 1,182.9% during the fourth quarter. FLP Wealth Management LLC now owns 23,964 shares of the company’s stock valued at $5,082,000 after buying an additional 22,096 shares during the period. Centurion Wealth Management LLC boosted its position in iShares S&P 500 Value ETF by 24.7% during the fourth quarter. Centurion Wealth Management LLC now owns 24,643 shares of the company’s stock valued at $5,226,000 after buying an additional 4,876 shares during the period. Ausdal Financial Partners Inc. grew its stake in shares of iShares S&P 500 Value ETF by 6.1% during the third quarter. Ausdal Financial Partners Inc. now owns 57,523 shares of the company’s stock valued at $11,879,000 after buying an additional 3,328 shares during the last quarter. Finally, Cassilly Financial Group LLC purchased a new position in shares of iShares S&P 500 Value ETF in the fourth quarter worth about $2,294,000.

iShares S&P 500 Value ETF Stock Performance

IVE opened at $230.49 on Monday. iShares S&P 500 Value ETF has a 12 month low of $193.90 and a 12 month high of $232.28. The business’s 50-day moving average price is $226.88 and its 200-day moving average price is $220.16. The company has a market cap of $48.63 billion, a P/E ratio of 20.70 and a beta of 0.82.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.