iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Capital Planning Advisors LLC

Capital Planning Advisors LLC lessened its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor 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 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. NBC Securities Inc. grew its stake in shares of iShares S&P 500 Value ETF by 33.3% during the third quarter. NBC Securities Inc. now owns 2,148 shares of the company’s stock worth $423,000 after purchasing an additional 536 shares in the last quarter. Ausdal Financial Partners Inc. boosted its position in shares of iShares S&P 500 Value ETF by 81.0% during the 3rd quarter. Ausdal Financial Partners Inc. now owns 46,203 shares of the company’s stock worth $9,110,000 after acquiring an additional 20,674 shares in the last quarter. Concourse Financial Group Securities Inc. increased its holdings in shares of iShares S&P 500 Value ETF by 7.0% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 53,260 shares of the company’s stock valued at $10,501,000 after acquiring an additional 3,500 shares during the last quarter. Cornell Pochily Investment Advisors Inc. raised its position in shares of iShares S&P 500 Value ETF by 31.3% during the 3rd quarter. Cornell Pochily Investment Advisors Inc. now owns 3,060 shares of the company’s stock worth $603,000 after acquiring an additional 730 shares in the last quarter. Finally, High Falls Advisors Inc lifted its position in shares of iShares S&P 500 Value ETF by 3.1% during the 2nd quarter. High Falls Advisors Inc now owns 74,353 shares of the company’s stock worth $13,533,000 after buying an additional 2,223 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $195.41 on Thursday. iShares S&P 500 Value ETF has a 1 year low of $172.85 and a 1 year high of $206.63. The firm has a market cap of $35.01 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The stock’s 50-day moving average is $196.53 and its two-hundred day moving average is $194.34.

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.