WealthPlan Investment Management LLC grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 4.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 84,997 shares of the company’s stock after purchasing an additional 3,453 shares during the period. iShares S&P 500 Value ETF comprises 1.6% of WealthPlan Investment Management LLC’s investment portfolio, making the stock its 10th largest position. WealthPlan Investment Management LLC’s holdings in iShares S&P 500 Value ETF were worth $16,224,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also modified their holdings of the company. Scarborough Advisors LLC lifted its position in shares of iShares S&P 500 Value ETF by 3.2% during the 4th quarter. Scarborough Advisors LLC now owns 37,725 shares of the company’s stock valued at $7,201,000 after buying an additional 1,171 shares in the last quarter. PUREfi Wealth LLC purchased a new stake in iShares S&P 500 Value ETF in the 4th quarter worth $204,000. Quadrant Private Wealth Management LLC lifted its position in shares of iShares S&P 500 Value ETF by 3.5% in the fourth quarter. Quadrant Private Wealth Management LLC now owns 35,227 shares of the company’s stock worth $6,724,000 after buying an additional 1,178 shares in the last quarter. BCU Wealth Advisors LLC boosted its position in shares of iShares S&P 500 Value ETF by 6.4% during the 4th quarter. BCU Wealth Advisors LLC now owns 6,727 shares of the company’s stock valued at $1,284,000 after acquiring an additional 404 shares during the last quarter. Finally, Valeo Financial Advisors LLC grew its stake in shares of iShares S&P 500 Value ETF by 0.7% in the 4th quarter. Valeo Financial Advisors LLC now owns 17,217 shares of the company’s stock worth $3,286,000 after buying an additional 120 shares in the last quarter.
iShares S&P 500 Value ETF Stock Down 0.2 %
Shares of IVE opened at $196.62 on Friday. iShares S&P 500 Value ETF has a 52-week low of $175.71 and a 52-week high of $206.63. The business has a fifty day moving average of $194.42 and a 200 day moving average of $195.38. The company has a market cap of $35.22 billion, a PE ratio of 23.79 and a beta of 0.81.
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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