Bristlecone Advisors LLC Has $1.28 Million Position in iShares S&P 500 Value Index (IVE)

Bristlecone Advisors LLC trimmed its stake in shares of iShares S&P 500 Value Index (NYSEARCA:IVE) by 5.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,212 shares of the company’s stock after selling 633 shares during the quarter. Bristlecone Advisors LLC’s holdings in iShares S&P 500 Value Index were worth $1,281,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the business. First National Trust Co acquired a new position in iShares S&P 500 Value Index in the fourth quarter valued at about $207,000. Atlas Brown Inc. acquired a new position in iShares S&P 500 Value Index in the fourth quarter valued at about $218,000. Koshinski Asset Management Inc. acquired a new position in iShares S&P 500 Value Index in the fourth quarter valued at about $263,000. Plancorp LLC raised its stake in iShares S&P 500 Value Index by 54.5% in the fourth quarter. Plancorp LLC now owns 4,495 shares of the company’s stock valued at $513,000 after purchasing an additional 1,585 shares in the last quarter. Finally, UBP Investment Advisors SA acquired a new position in iShares S&P 500 Value Index during the fourth quarter worth about $514,000.

iShares S&P 500 Value Index (IVE) traded up $0.36 during trading hours on Wednesday, hitting $111.99. The stock had a trading volume of 500,035 shares, compared to its average volume of 1,348,997. The company has a market capitalization of $14,780.00 and a PE ratio of 14.18. iShares S&P 500 Value Index has a 52 week low of $101.78 and a 52 week high of $121.12.

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iShares S&P 500 Value Index 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.

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

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