WealthPLAN Partners LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 40.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 22,235 shares of the company’s stock after buying an additional 6,447 shares during the period. WealthPLAN Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $4,715,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also made changes to their positions in IVE. Simplex Trading LLC acquired a new position in iShares S&P 500 Value ETF in the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC acquired a new stake in iShares S&P 500 Value ETF during the fourth quarter worth about $25,000. Decker Retirement Planning Inc. acquired a new stake in iShares S&P 500 Value ETF during the fourth quarter worth about $26,000. United Services Automobile Association purchased a new position in shares of iShares S&P 500 Value ETF in the 2nd quarter worth about $26,000. Finally, Palisade Asset Management LLC purchased a new position in shares of iShares S&P 500 Value ETF in the 3rd quarter worth about $29,000.
iShares S&P 500 Value ETF Stock Performance
Shares of NYSEARCA:IVE opened at $227.15 on Friday. The stock has a 50-day simple moving average of $222.37 and a 200-day simple moving average of $217.73. The stock has a market capitalization of $50.15 billion, a P/E ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 1 year low of $189.66 and a 1 year high of $229.53.
About iShares S&P 500 Value ETF
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.
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