20,954 Dan IVES Wedbush AI Revolution ETF $IVES Shares Sold by Castle Rock Wealth Management LLC

Castle Rock Wealth Management LLC trimmed its holdings in Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES) by 32.0% during the third quarter, Holdings Channel reports. The firm owned 44,621 shares of the company’s stock after selling 20,954 shares during the quarter. Castle Rock Wealth Management LLC’s holdings in Dan IVES Wedbush AI Revolution ETF were worth $1,891,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in IVES. Versant Capital Management Inc acquired a new stake in Dan IVES Wedbush AI Revolution ETF during the second quarter worth approximately $39,000. NFSG Corp boosted its holdings in shares of Dan IVES Wedbush AI Revolution ETF by 309.9% during the 1st quarter. NFSG Corp now owns 3,115 shares of the company’s stock worth $88,000 after buying an additional 2,355 shares in the last quarter. Sunbelt Securities Inc. boosted its holdings in shares of Dan IVES Wedbush AI Revolution ETF by 202.3% during the 1st quarter. Sunbelt Securities Inc. now owns 7,073 shares of the company’s stock worth $201,000 after buying an additional 4,733 shares in the last quarter. Redhawk Wealth Advisors Inc. acquired a new stake in shares of Dan IVES Wedbush AI Revolution ETF during the 2nd quarter worth approximately $208,000. Finally, Ritholtz Wealth Management grew its position in shares of Dan IVES Wedbush AI Revolution ETF by 54.5% during the 1st quarter. Ritholtz Wealth Management now owns 10,163 shares of the company’s stock worth $288,000 after buying an additional 3,586 shares during the period.

Dan IVES Wedbush AI Revolution ETF Price Performance

Shares of Dan IVES Wedbush AI Revolution ETF stock traded up $0.65 during trading on Friday, reaching $41.95. 278,655 shares of the company traded hands, compared to its average volume of 549,484. The firm has a market capitalization of $1.03 billion, a PE ratio of 27.36 and a beta of 2.10. Dan IVES Wedbush AI Revolution ETF has a 1-year low of $26.92 and a 1-year high of $42.75. The company has a 50 day moving average price of $39.75 and a 200-day moving average price of $36.72.

Dan IVES Wedbush AI Revolution ETF Profile

The Wedbush ETFMG Global Cloud Technology ETF (IVES) is an exchange-traded fund that mostly invests in information technology equity. The fund tracks a market cap-weighted index of global equities related to cloud technology companies. IVES was launched on Mar 8, 2016 and is managed by ETF Managers Group.