WealthPLAN Partners LLC Grows Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

WealthPLAN Partners LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 10.4% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 73,555 shares of the company’s stock after acquiring an additional 6,937 shares during the period. WealthPLAN Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $9,646,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in IVE. Cambridge Investment Research Advisors Inc. boosted its stake in iShares S&P 500 Value ETF by 107.8% during the third quarter. Cambridge Investment Research Advisors Inc. now owns 428,898 shares of the company’s stock valued at $48,230,000 after buying an additional 222,502 shares during the last quarter. Rehmann Capital Advisory Group boosted its stake in iShares S&P 500 Value ETF by 663.2% during the third quarter. Rehmann Capital Advisory Group now owns 218,947 shares of the company’s stock valued at $24,621,000 after buying an additional 190,259 shares during the last quarter. Traynor Capital Management Inc. boosted its stake in iShares S&P 500 Value ETF by 719.3% during the fourth quarter. Traynor Capital Management Inc. now owns 188,528 shares of the company’s stock valued at $24,135,000 after buying an additional 165,516 shares during the last quarter. Kestra Advisory Services LLC bought a new position in iShares S&P 500 Value ETF during the third quarter valued at approximately $12,168,000. Finally, Polianta Ltd bought a new position in iShares S&P 500 Value ETF during the fourth quarter valued at approximately $12,443,000.

Shares of NYSEARCA:IVE traded up $0.11 during trading on Tuesday, hitting $135.33. The company had a trading volume of 76,071 shares, compared to its average volume of 720,994. iShares S&P 500 Value ETF has a one year low of $81.70 and a one year high of $135.68. The company has a fifty day simple moving average of $131.08 and a two-hundred day simple moving average of $121.89.

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.

Further Reading: Initial Public Offering (IPO)

Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVE).

Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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