Diversified Trust Co Reduces Stake in iShares S&P 500 Value ETF

Diversified Trust Co has decreased its investment in the iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.0% during the fourth quarter, as reported by HoldingsChannel.com. After selling 130 shares, the fund now holds a total of 2,045 shares of the ETF. At the close of the latest reporting period, Diversified Trust Co's investments in iShares S&P 500 Value ETF were valued at approximately $390,000.

Other institutional investors and hedge funds have also adjusted their positions in the iShares S&P 500 Value ETF recently. For instance, NBC Securities Inc. increased its holdings by 33.3% during the third quarter. This boost has brought their total shares to 2,148, which are now valued at around $423,000 following the acquisition of an additional 536 shares.

Furthermore, Ausdal Financial Partners Inc. has seen a significant increase of 81.0% in its holdings of the ETF during the same period. They now own 46,203 shares, worth approximately $9,110,000, after purchasing an additional 20,674 shares.

Concourse Financial Group Securities Inc. also lifted its stake by 7.0% in the third quarter, bringing their total to 53,260 shares valued at about $10,501,000 after acquiring an additional 3,500 shares. Additionally, Cornell Pochily Investment Advisors Inc. increased its ownership by 31.3%, now holding 3,060 shares valued at $603,000 after buying an additional 730 shares in the last quarter.

High Falls Advisors Inc. also raised its stake in the iShares S&P 500 Value ETF by 3.1%, bringing their total holdings to 74,353 shares, worth around $13,533,000 after purchasing an additional 2,223 shares in the previous quarter.

Current Trading Status of the iShares S&P 500 Value ETF

Recently, shares of the iShares S&P 500 Value ETF opened at $188.17. The ETF has a 50-day moving average price of $197.63 and a 200-day moving average price of $193.70. Over the past year, shares have ranged between a low of $170.13 and a high of $206.63. The fund has a market capitalization of approximately $33.71 billion, with a price-to-earnings ratio of 23.79 and a beta value of 0.81.

About the iShares S&P 500 Value ETF

The iShares S&P 500 Value ETF, previously known as the iShares S&P 500 Value Index Fund, is an exchange-traded fund (ETF) designed to track performance that reflects the price and yield results of the S&P 500 Value Index. This Index primarily measures the performance of large-capitalization stocks in the U.S. equity market that exhibit strong value characteristics.

Further Information

• Explore other investment options available in the market.
• Learn more about how to invest wisely in the current economic climate.
• Understand the principles of value investing and its benefits.
• Stay updated with the latest trends in asset management.
• Find out more about the fluctuations in the ETF market.
• Consider the implications of changing economic indicators on investments.

If you would like to keep track of what other investors are holding in the iShares S&P 500 Value ETF, you can check the latest filings and insider trades available online.

ETF, Investment, Stake