iShares S&P 500 Value ETF $IVE Shares Sold by Koss Olinger Consulting LLC

Koss Olinger Consulting LLC trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 33.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 92,755 shares of the company’s stock after selling 46,756 shares during the period. iShares S&P 500 Value ETF accounts for about 1.6% of Koss Olinger Consulting LLC’s holdings, making the stock its 11th biggest holding. Koss Olinger Consulting LLC’s holdings in iShares S&P 500 Value ETF were worth $19,585,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in shares of iShares S&P 500 Value ETF by 0.8% during the 4th quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after buying an additional 112 shares during the period. Great Lakes Advisors LLC boosted its holdings in iShares S&P 500 Value ETF by 6,385.7% in the 1st quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock worth $83,000 after acquiring an additional 447 shares during the period. Schnieders Capital Management LLC. purchased a new position in iShares S&P 500 Value ETF in the 2nd quarter worth approximately $550,000. Russell Investments Group Ltd. grew its position in iShares S&P 500 Value ETF by 28.8% in the second quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock valued at $416,000 after acquiring an additional 477 shares in the last quarter. Finally, First Trust Advisors LP grew its position in iShares S&P 500 Value ETF by 2.8% in the second quarter. First Trust Advisors LP now owns 26,527 shares of the company’s stock valued at $5,184,000 after acquiring an additional 731 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE opened at $231.15 on Monday. The firm has a market capitalization of $48.88 billion, a P/E ratio of 20.70 and a beta of 0.82. The firm’s 50 day moving average is $227.57 and its 200-day moving average is $220.75. iShares S&P 500 Value ETF has a 52-week low of $193.90 and a 52-week high of $233.58.

iShares S&P 500 Value ETF 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.