81,255 iShares S&P 500 Value ETF $IVE Shares Purchased by Plancorp LLC

Plancorp LLC boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 116.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 151,218 shares of the company’s stock after buying an additional 81,255 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 0.8% of Plancorp LLC’s portfolio, making the stock its 20th largest holding. Plancorp LLC owned 0.07% of iShares S&P 500 Value ETF worth $36,221,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. May Hill Capital LLC boosted its stake in shares of iShares S&P 500 Value ETF by 6.6% during the 3rd quarter. May Hill Capital LLC now owns 50,620 shares of the company’s stock worth $11,556,000 after acquiring an additional 3,156 shares in the last quarter. Carmel Capital Partners LLC increased its stake in iShares S&P 500 Value ETF by 43.6% in the 3rd quarter. Carmel Capital Partners LLC now owns 44,153 shares of the company’s stock valued at $10,079,000 after purchasing an additional 13,406 shares in the last quarter. Asset One Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF by 2,783.0% during the third quarter. Asset One Wealth Management LLC now owns 25,543 shares of the company’s stock worth $5,831,000 after purchasing an additional 24,657 shares during the last quarter. International Assets Investment Management LLC raised its holdings in iShares S&P 500 Value ETF by 3.9% during the third quarter. International Assets Investment Management LLC now owns 9,833 shares of the company’s stock worth $2,248,000 after purchasing an additional 367 shares during the last quarter. Finally, Calamos Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF by 1.5% during the third quarter. Calamos Wealth Management LLC now owns 615,155 shares of the company’s stock worth $140,428,000 after purchasing an additional 8,799 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE traded down $0.95 during trading on Friday, reaching $235.53. 895,428 shares of the stock were exchanged, compared to its average volume of 935,028. The company has a market capitalization of $50.06 billion, a price-to-earnings ratio of 22.47 and a beta of 0.82. iShares S&P 500 Value ETF has a 1 year low of $203.15 and a 1 year high of $244.72. The business’s 50 day moving average price is $234.86 and its two-hundred day moving average price is $226.68.

iShares S&P 500 Value ETF Company 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. 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.