WealthPLAN Partners LLC Purchases 2,833 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

WealthPLAN Partners LLC lifted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.3% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 89,063 shares of the company’s stock after purchasing an additional 2,833 shares during the quarter. iShares S&P 500 Value ETF accounts for 1.7% of WealthPLAN Partners LLC’s investment portfolio, making the stock its 8th largest holding. WealthPLAN Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $16,210,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Palisade Asset Management LLC purchased a new stake in iShares S&P 500 Value ETF in the 1st quarter valued at $26,000. CarsonAllaria Wealth Management Ltd. raised its position in iShares S&P 500 Value ETF by 289.5% in the 1st quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock valued at $28,000 after buying an additional 110 shares during the last quarter. Vima LLC purchased a new stake in iShares S&P 500 Value ETF in the 4th quarter valued at $27,000. Northwest Investment Counselors LLC purchased a new stake in iShares S&P 500 Value ETF in the 1st quarter valued at $29,000. Finally, Fortis Group Advisors LLC raised its position in iShares S&P 500 Value ETF by 100.0% in the 4th quarter. Fortis Group Advisors LLC now owns 200 shares of the company’s stock valued at $35,000 after buying an additional 100 shares during the last quarter.

iShares S&P 500 Value ETF Trading Up 0.8 %

NYSEARCA IVE opened at $195.80 on Tuesday. The firm has a market capitalization of $35.08 billion, a P/E ratio of 23.79 and a beta of 0.81. The business has a fifty day simple moving average of $189.67 and a 200 day simple moving average of $184.90. iShares S&P 500 Value ETF has a 12 month low of $147.23 and a 12 month high of $196.36.

About iShares S&P 500 Value ETF

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.