Appleton Partners Inc. MA Decreases Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Appleton Partners Inc. MA cut its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 7.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,186 shares of the company’s stock after selling 249 shares during the quarter. Appleton Partners Inc. MA’s holdings in iShares S&P 500 Value ETF were worth $380,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. First Trust Advisors LP grew its stake in shares of iShares S&P 500 Value ETF by 53.0% during the 1st quarter. First Trust Advisors LP now owns 34,795 shares of the company’s stock worth $3,923,000 after acquiring an additional 12,051 shares during the period. Carroll Financial Associates Inc. grew its stake in shares of iShares S&P 500 Value ETF by 15.3% during the 2nd quarter. Carroll Financial Associates Inc. now owns 2,671 shares of the company’s stock worth $311,000 after acquiring an additional 355 shares during the period. Pacific Financial Group Inc. grew its stake in shares of iShares S&P 500 Value ETF by 1.1% during the 2nd quarter. Pacific Financial Group Inc. now owns 50,747 shares of the company’s stock worth $5,721,000 after acquiring an additional 542 shares during the period. ETF Portfolio Partners Inc. grew its stake in shares of iShares S&P 500 Value ETF by 2.1% during the 2nd quarter. ETF Portfolio Partners Inc. now owns 114,767 shares of the company’s stock worth $13,378,000 after acquiring an additional 2,401 shares during the period. Finally, Townsend & Associates Inc bought a new position in shares of iShares S&P 500 Value ETF during the 2nd quarter worth $23,278,000.

IVE stock opened at $125.92 on Friday. iShares S&P 500 Value ETF has a fifty-two week low of $94.72 and a fifty-two week high of $126.08. The stock has a fifty day moving average of $120.33 and a 200-day moving average of $116.91.

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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