Vertex Planning Partners LLC Purchases 444 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Vertex Planning Partners LLC increased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.7% during the fourth quarter, HoldingsChannel.com reports. The firm owned 26,664 shares of the company’s stock after buying an additional 444 shares during the period. iShares S&P 500 Value ETF accounts for about 1.1% of Vertex Planning Partners LLC’s investment portfolio, making the stock its 21st largest holding. Vertex Planning Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $5,090,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. West Coast Financial LLC raised its holdings in iShares S&P 500 Value ETF by 0.3% during the 4th quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock worth $3,137,000 after buying an additional 53 shares during the period. SWP Financial LLC increased its position in shares of iShares S&P 500 Value ETF by 0.4% during the fourth quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock worth $2,443,000 after acquiring an additional 54 shares in the last quarter. Roble Belko & Company Inc increased its position in shares of iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after acquiring an additional 57 shares in the last quarter. Family Firm Inc. raised its holdings in shares of iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Family Firm Inc. now owns 10,464 shares of the company’s stock worth $1,998,000 after acquiring an additional 57 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in iShares S&P 500 Value ETF by 1.6% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,788 shares of the company’s stock valued at $723,000 after acquiring an additional 59 shares in the last quarter.

iShares S&P 500 Value ETF Trading Up 0.0 %

Shares of NYSEARCA IVE opened at $191.65 on Friday. The company has a fifty day moving average price of $194.26 and a 200 day moving average price of $195.98. iShares S&P 500 Value ETF has a 1-year low of $176.09 and a 1-year high of $206.63. The firm has a market cap of $37.31 billion, a PE ratio of 21.80 and a beta of 0.94.

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.