WealthPLAN Partners LLC Sells 2,650 Shares of iShares S&P 500 Value ETF $IVE

WealthPLAN Partners LLC decreased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 11.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,585 shares of the company’s stock after selling 2,650 shares during the period. WealthPLAN Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $4,135,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the company. Simplex Trading LLC acquired a new position in shares of iShares S&P 500 Value ETF in the 4th quarter valued at about $25,000. Hilton Head Capital Partners LLC bought a new stake in iShares S&P 500 Value ETF in the fourth quarter worth approximately $25,000. Decker Retirement Planning Inc. bought a new stake in iShares S&P 500 Value ETF in the fourth quarter worth approximately $26,000. United Services Automobile Association acquired a new position in iShares S&P 500 Value ETF in the second quarter valued at approximately $26,000. Finally, Palisade Asset Management LLC acquired a new position in iShares S&P 500 Value ETF in the third quarter valued at approximately $29,000.

iShares S&P 500 Value ETF Stock Down 0.1%

Shares of IVE stock opened at $230.78 on Wednesday. The firm has a 50 day moving average of $226.32 and a 200-day moving average of $219.78. The company has a market cap of $48.66 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 52 week low of $193.90 and a 52 week high of $232.28.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.