iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Bought by Falcon Wealth Planning

Falcon Wealth Planning grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 22,736 shares of the company’s stock after purchasing an additional 1,949 shares during the period. iShares S&P 500 Value ETF makes up about 0.5% of Falcon Wealth Planning’s holdings, making the stock its 24th largest position. Falcon Wealth Planning’s holdings in iShares S&P 500 Value ETF were worth $4,483,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Austin Private Wealth LLC grew its position in iShares S&P 500 Value ETF by 10.8% during the third quarter. Austin Private Wealth LLC now owns 137,327 shares of the company’s stock worth $27,077,000 after buying an additional 13,335 shares during the period. Rational Advisors LLC grew its holdings in shares of iShares S&P 500 Value ETF by 105.6% in the 3rd quarter. Rational Advisors LLC now owns 6,290 shares of the company’s stock worth $1,240,000 after acquiring an additional 3,231 shares during the period. Hazlett Burt & Watson Inc. increased its stake in iShares S&P 500 Value ETF by 16.7% in the 3rd quarter. Hazlett Burt & Watson Inc. now owns 3,985 shares of the company’s stock valued at $786,000 after purchasing an additional 569 shares in the last quarter. World Equity Group Inc. raised its holdings in iShares S&P 500 Value ETF by 38.2% during the third quarter. World Equity Group Inc. now owns 2,009 shares of the company’s stock worth $396,000 after purchasing an additional 555 shares during the last quarter. Finally, QRG Capital Management Inc. purchased a new stake in iShares S&P 500 Value ETF during the third quarter worth $355,000.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE traded up $1.05 during trading hours on Tuesday, reaching $195.52. The company’s stock had a trading volume of 111,208 shares, compared to its average volume of 675,412. The stock has a market cap of $35.03 billion, a PE ratio of 23.79 and a beta of 0.81. The company’s 50-day moving average is $196.06 and its two-hundred day moving average is $188.51. iShares S&P 500 Value ETF has a fifty-two week low of $155.79 and a fifty-two week high of $201.08.

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.