iShares S&P 500 Value ETF $IVE Shares Acquired by WealthPLAN Partners LLC

WealthPLAN Partners LLC boosted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 40.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund 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.

Several other institutional investors also recently bought and sold shares of IVE. Simplex Trading LLC acquired a new position in iShares S&P 500 Value ETF during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC purchased a new position in iShares S&P 500 Value ETF during the 4th quarter valued at about $25,000. Decker Retirement Planning Inc. acquired a new position in iShares S&P 500 Value ETF during the fourth quarter worth about $26,000. United Services Automobile Association acquired a new position in iShares S&P 500 Value ETF during the second quarter worth about $26,000. Finally, Palisade Asset Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the third quarter valued at about $29,000.

iShares S&P 500 Value ETF Price Performance

IVE stock opened at $227.15 on Friday. The company’s 50 day simple moving average is $222.37 and its 200-day simple moving average is $217.73. iShares S&P 500 Value ETF has a 12 month low of $189.66 and a 12 month high of $229.53. The firm has a market capitalization of $50.15 billion, a PE ratio of 20.70 and a beta of 0.82.

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.