iShares S&P 500 Value ETF $IVE Shares Sold by RCS Financial Planning LLC

RCS Financial Planning LLC trimmed its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 80.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,854 shares of the company’s stock after selling 19,841 shares during the period. RCS Financial Planning LLC’s holdings in iShares S&P 500 Value ETF were worth $1,025,000 at the end of the most recent quarter.

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

iShares S&P 500 Value ETF Stock Performance

NYSEARCA IVE opened at $226.09 on Friday. The business has a fifty day moving average price of $224.91 and a 200 day moving average price of $218.86. The company has a market cap of $49.92 billion, a P/E ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a one year low of $192.90 and a one year high of $230.05.

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. 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.