Independent Solutions Wealth Management LLC Has $15.94 Million Position in iShares S&P 500 Value ETF $IVE

Independent Solutions Wealth Management LLC trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 75,151 shares of the company’s stock after selling 2,837 shares during the period. iShares S&P 500 Value ETF accounts for 2.9% of Independent Solutions Wealth Management LLC’s investment portfolio, making the stock its 6th biggest position. Independent Solutions Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $15,937,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Decker Retirement Planning Inc. bought a new position in iShares S&P 500 Value ETF in the 4th quarter valued at $26,000. United Services Automobile Association bought a new position in iShares S&P 500 Value ETF in the 2nd quarter valued at $26,000. Palisade Asset Management LLC bought a new stake in iShares S&P 500 Value ETF during the third quarter valued at approximately $29,000. Ransom Advisory Ltd bought a new stake in iShares S&P 500 Value ETF during the fourth quarter valued at approximately $31,000. Finally, Birchbrook Inc. bought a new stake in iShares S&P 500 Value ETF during the fourth quarter valued at approximately $31,000.

iShares S&P 500 Value ETF Price Performance

Shares of iShares S&P 500 Value ETF stock opened at $223.45 on Friday. iShares S&P 500 Value ETF has a 1 year low of $185.34 and a 1 year high of $225.90. The firm has a market cap of $49.34 billion, a PE ratio of 20.70 and a beta of 0.83. The company has a 50 day simple moving average of $216.67 and a two-hundred day simple moving average of $215.21.

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. 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.