Capital Planning Advisors LLC Trims Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Capital Planning Advisors LLC lowered its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,928 shares of the company’s stock after selling 220 shares during the period. Capital Planning Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $750,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Stifel Financial Corp lifted its position in iShares S&P 500 Value ETF by 2.5% in the third quarter. Stifel Financial Corp now owns 2,488,560 shares of the company’s stock valued at $490,670,000 after purchasing an additional 60,868 shares during the period. PNC Financial Services Group Inc. grew its holdings in iShares S&P 500 Value ETF by 7.6% during the third quarter. PNC Financial Services Group Inc. now owns 1,975,642 shares of the company’s stock worth $389,537,000 after acquiring an additional 139,651 shares during the period. International Assets Investment Management LLC raised its position in iShares S&P 500 Value ETF by 18,046.1% in the third quarter. International Assets Investment Management LLC now owns 1,333,560 shares of the company’s stock worth $262,938,000 after acquiring an additional 1,326,211 shares in the last quarter. Huntington National Bank lifted its holdings in iShares S&P 500 Value ETF by 6.9% in the third quarter. Huntington National Bank now owns 1,045,926 shares of the company’s stock valued at $206,225,000 after acquiring an additional 67,448 shares during the period. Finally, Park Avenue Securities LLC boosted its position in shares of iShares S&P 500 Value ETF by 5.8% during the 4th quarter. Park Avenue Securities LLC now owns 947,689 shares of the company’s stock worth $180,895,000 after purchasing an additional 51,773 shares in the last quarter.

iShares S&P 500 Value ETF Stock Down 0.1 %

Shares of IVE opened at $195.41 on Thursday. The company has a market capitalization of $35.01 billion, a PE ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 52-week low of $172.85 and a 52-week high of $206.63. The company has a 50-day simple moving average of $196.53 and a 200-day simple moving average of $194.34.

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.