iShares S&P 500 Value ETF (IVE) Stake Lessened by Migdal Insurance & Financial Holdings Ltd.

Migdal Insurance & Financial Holdings Ltd. trimmed its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 41.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,042 shares of the company’s stock after selling 2,196 shares during the period. Migdal Insurance & Financial Holdings Ltd.’s holdings in iShares S&P 500 Value ETF were worth $353,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in IVE. Millennium Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the 1st quarter valued at approximately $1,493,000. RFG Advisory Group LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the 2nd quarter valued at approximately $636,000. Independence Wealth Advisors Inc. raised its stake in shares of iShares S&P 500 Value ETF by 1.8% in the 2nd quarter. Independence Wealth Advisors Inc. now owns 80,894 shares of the company’s stock valued at $8,908,000 after acquiring an additional 1,401 shares during the period. Lenox Wealth Management Inc. raised its stake in shares of iShares S&P 500 Value ETF by 21.4% in the 2nd quarter. Lenox Wealth Management Inc. now owns 2,742 shares of the company’s stock valued at $304,000 after acquiring an additional 484 shares during the period. Finally, Cahaba Wealth Management Inc. raised its stake in shares of iShares S&P 500 Value ETF by 9.8% in the 2nd quarter. Cahaba Wealth Management Inc. now owns 58,898 shares of the company’s stock valued at $6,618,000 after acquiring an additional 5,249 shares during the period.

Shares of IVE stock opened at $109.30 on Friday. iShares S&P 500 Value ETF has a fifty-two week low of $105.81 and a fifty-two week high of $121.12.

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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.

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

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