WealthPlan Investment Management LLC Takes $12.26 Million Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

WealthPlan Investment Management LLC purchased a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 79,707 shares of the company’s stock, valued at approximately $12,262,000. iShares S&P 500 Value ETF accounts for approximately 1.4% of WealthPlan Investment Management LLC’s holdings, making the stock its 12th largest holding. WealthPlan Investment Management LLC owned approximately 0.05% of iShares S&P 500 Value ETF as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also made changes to their positions in the company. Moneta Group Investment Advisors LLC lifted its stake in iShares S&P 500 Value ETF by 106,784.6% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 135,983,973 shares of the company’s stock worth $19,727,195,000 after purchasing an additional 135,856,748 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in iShares S&P 500 Value ETF by 3.8% during the second quarter. Envestnet Asset Management Inc. now owns 4,042,800 shares of the company’s stock worth $651,659,000 after purchasing an additional 147,660 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in iShares S&P 500 Value ETF by 4.5% during the first quarter. Goldman Sachs Group Inc. now owns 3,074,178 shares of the company’s stock worth $478,711,000 after purchasing an additional 133,228 shares during the last quarter. Osaic Holdings Inc. lifted its stake in iShares S&P 500 Value ETF by 78.0% during the second quarter. Osaic Holdings Inc. now owns 1,869,341 shares of the company’s stock worth $166,345,000 after purchasing an additional 819,001 shares during the last quarter. Finally, PNC Financial Services Group Inc. lifted its stake in iShares S&P 500 Value ETF by 0.7% during the second quarter. PNC Financial Services Group Inc. now owns 1,426,272 shares of the company’s stock worth $229,901,000 after purchasing an additional 10,615 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE opened at $175.48 on Friday. The business has a fifty day moving average price of $172.76 and a two-hundred day moving average price of $163.76. iShares S&P 500 Value ETF has a fifty-two week low of $142.56 and a fifty-two week high of $176.34. The stock has a market capitalization of $27.74 billion, a PE ratio of 15.85 and a beta of 0.94.

iShares S&P 500 Value ETF Profile

(Free Report)

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.

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

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