Henrickson Nauta Wealth Advisors Inc. Trims Position in iShares S&P 500 Value ETF $IVE

Henrickson Nauta Wealth Advisors Inc. trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 50.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,748 shares of the company’s stock after selling 3,810 shares during the period. Henrickson Nauta Wealth Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $791,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of IVE. Cassaday & Co Wealth Management LLC increased its stake in shares of iShares S&P 500 Value ETF by 3,286.8% in the fourth quarter. Cassaday & Co Wealth Management LLC now owns 1,153,776 shares of the company’s stock worth $244,681,000 after acquiring an additional 1,119,709 shares during the period. Morgan Stanley raised its holdings in shares of iShares S&P 500 Value ETF by 7.5% during the fourth quarter. Morgan Stanley now owns 15,278,856 shares of the company’s stock worth $3,240,188,000 after purchasing an additional 1,068,945 shares during the last quarter. JPMorgan Chase & Co. lifted its position in iShares S&P 500 Value ETF by 4.6% during the fourth quarter. JPMorgan Chase & Co. now owns 18,748,246 shares of the company’s stock valued at $3,975,941,000 after purchasing an additional 821,872 shares during the period. Envestnet Portfolio Solutions Inc. boosted its holdings in iShares S&P 500 Value ETF by 47.4% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 2,540,243 shares of the company’s stock valued at $538,709,000 after purchasing an additional 816,767 shares during the last quarter. Finally, Park Avenue Securities LLC boosted its holdings in iShares S&P 500 Value ETF by 40.4% in the fourth quarter. Park Avenue Securities LLC now owns 2,467,550 shares of the company’s stock valued at $523,293,000 after purchasing an additional 710,518 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $226.38 on Monday. The business’s 50-day moving average is $224.14 and its two-hundred day moving average is $218.45. The company has a market capitalization of $49.98 billion, a P/E ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a fifty-two week low of $189.67 and a fifty-two week high of $230.05.

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.