LifePlan Investment Advisors Inc. lessened its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 20.4% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,913 shares of the company’s stock after selling 4,329 shares during the period. iShares S&P 500 Value ETF comprises approximately 1.3% of LifePlan Investment Advisors Inc.’s investment portfolio, making the stock its 29th biggest holding. LifePlan Investment Advisors Inc.’s holdings in iShares S&P 500 Value ETF were worth $3,840,000 at the end of the most recent reporting period.
A number of other large investors have also recently modified their holdings of the company. WealthShield Partners LLC raised its holdings in shares of iShares S&P 500 Value ETF by 31.1% in the fourth quarter. WealthShield Partners LLC now owns 85,492 shares of the company’s stock valued at $18,130,000 after acquiring an additional 20,296 shares in the last quarter. Trek Financial LLC grew its holdings in iShares S&P 500 Value ETF by 48.3% during the 4th quarter. Trek Financial LLC now owns 120,030 shares of the company’s stock worth $25,455,000 after acquiring an additional 39,068 shares in the last quarter. M Holdings Securities Inc. purchased a new position in iShares S&P 500 Value ETF during the 4th quarter valued at about $2,929,000. PAX Financial Group LLC increased its position in iShares S&P 500 Value ETF by 3.3% during the 1st quarter. PAX Financial Group LLC now owns 144,883 shares of the company’s stock valued at $30,592,000 after purchasing an additional 4,640 shares during the period. Finally, Tradition Wealth Management LLC raised its holdings in shares of iShares S&P 500 Value ETF by 48.0% in the 4th quarter. Tradition Wealth Management LLC now owns 37,344 shares of the company’s stock valued at $7,919,000 after purchasing an additional 12,114 shares in the last quarter.
iShares S&P 500 Value ETF Stock Performance
NYSEARCA:IVE opened at $238.37 on Friday. The firm has a 50-day simple moving average of $233.38 and a 200-day simple moving average of $225.04. iShares S&P 500 Value ETF has a one year low of $201.22 and a one year high of $239.93. The firm has a market cap of $50.38 billion, a P/E 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.
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