Sigma Planning Corp Has $21.80 Million Stake in iShares S&P 500 Value ETF $IVE

Sigma Planning Corp lowered its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 11.0% during the second quarter, Holdings Channel.com reports. The firm owned 96,026 shares of the company’s stock after selling 11,893 shares during the quarter. Sigma Planning Corp’s holdings in iShares S&P 500 Value ETF were worth $21,804,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. WealthShield Partners LLC raised its stake in iShares S&P 500 Value ETF by 31.1% in the 4th quarter. WealthShield Partners LLC now owns 85,492 shares of the company’s stock worth $18,130,000 after purchasing an additional 20,296 shares in the last quarter. Trek Financial LLC grew its position in shares of iShares S&P 500 Value ETF by 48.3% during the 4th quarter. Trek Financial LLC now owns 120,030 shares of the company’s stock worth $25,455,000 after purchasing an additional 39,068 shares in the last quarter. M Holdings Securities Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the 4th quarter worth approximately $2,929,000. Tradition Wealth Management LLC increased its holdings in shares of iShares S&P 500 Value ETF by 48.0% during the fourth quarter. Tradition Wealth Management LLC now owns 37,344 shares of the company’s stock worth $7,919,000 after purchasing an additional 12,114 shares during the period. Finally, PAX Financial Group LLC increased its holdings in shares of iShares S&P 500 Value ETF by 3.3% during the first quarter. PAX Financial Group LLC now owns 144,883 shares of the company’s stock worth $30,592,000 after purchasing an additional 4,640 shares during the period.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $237.29 on Monday. iShares S&P 500 Value ETF has a 1-year low of $201.22 and a 1-year high of $239.93. The company has a 50 day moving average of $232.54 and a 200-day moving average of $224.59. The company has a market cap of $50.15 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82.

About iShares S&P 500 Value ETF

(Free Report)

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.

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Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report).

Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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