Holistic Planning LLC Reduces Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Holistic Planning LLC cut its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,999 shares of the company’s stock after selling 134 shares during the period. iShares S&P 500 Value ETF comprises about 0.8% of Holistic Planning LLC’s investment portfolio, making the stock its 22nd biggest holding. Holistic Planning LLC’s holdings in iShares S&P 500 Value ETF were worth $2,290,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of IVE. Stifel Financial Corp grew its holdings in iShares S&P 500 Value ETF by 2.5% during the 3rd quarter. Stifel Financial Corp now owns 2,488,560 shares of the company’s stock worth $490,670,000 after acquiring an additional 60,868 shares in the last quarter. PNC Financial Services Group Inc. grew its stake in iShares S&P 500 Value ETF by 7.6% in the third quarter. PNC Financial Services Group Inc. now owns 1,975,642 shares of the company’s stock worth $389,537,000 after purchasing an additional 139,651 shares in the last quarter. International Assets Investment Management LLC increased its holdings 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 valued at $262,938,000 after buying an additional 1,326,211 shares during the last quarter. Huntington National Bank grew its position in shares of iShares S&P 500 Value ETF by 6.9% in the 3rd quarter. Huntington National Bank now owns 1,045,926 shares of the company’s stock worth $206,225,000 after acquiring an additional 67,448 shares in the last quarter. Finally, Park Avenue Securities LLC boosted its holdings in iShares S&P 500 Value ETF by 5.8% in the fourth 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 during the period.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA:IVE opened at $196.17 on Monday. The company’s fifty day moving average is $196.00 and its two-hundred day moving average is $194.97. iShares S&P 500 Value ETF has a 1-year low of $173.01 and a 1-year high of $206.63. The stock has a market capitalization of $35.14 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

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.