8,799 iShares S&P 500 Value ETF $IVE Shares Purchased by Calamos Wealth Management LLC

Calamos Wealth Management LLC grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.5% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 615,155 shares of the company’s stock after acquiring an additional 8,799 shares during the period. iShares S&P 500 Value ETF comprises about 4.0% of Calamos Wealth Management LLC’s holdings, making the stock its 6th largest position. Calamos Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $140,428,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Horizon Wealth Management LLC increased its position in iShares S&P 500 Value ETF by 4.8% during the 3rd quarter. Horizon Wealth Management LLC now owns 85,930 shares of the company’s stock worth $19,616,000 after purchasing an additional 3,926 shares in the last quarter. Kestra Advisory Services LLC raised its holdings in iShares S&P 500 Value ETF by 43.7% in the third quarter. Kestra Advisory Services LLC now owns 540,689 shares of the company’s stock valued at $123,428,000 after buying an additional 164,404 shares during the period. Ascent Group LLC lifted its position in iShares S&P 500 Value ETF by 1.5% during the third quarter. Ascent Group LLC now owns 347,602 shares of the company’s stock valued at $79,351,000 after buying an additional 5,157 shares in the last quarter. Team Financial Group LLC lifted its position in iShares S&P 500 Value ETF by 13.5% during the third quarter. Team Financial Group LLC now owns 1,152 shares of the company’s stock valued at $263,000 after buying an additional 137 shares in the last quarter. Finally, Integras Partners LLC lifted its position in iShares S&P 500 Value ETF by 6.1% during the third quarter. Integras Partners LLC now owns 4,535 shares of the company’s stock valued at $1,035,000 after buying an additional 260 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 0.4%

IVE traded down $0.95 during trading on Friday, hitting $235.53. 895,428 shares of the company’s stock were exchanged, compared to its average volume of 935,028. iShares S&P 500 Value ETF has a 1 year low of $203.15 and a 1 year high of $244.72. The stock has a 50 day moving average price of $234.86 and a 200 day moving average price of $226.68. The firm has a market cap of $50.06 billion, a P/E ratio of 22.47 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.