Compound Planning Inc. Purchases 12,099 Shares of iShares S&P 500 Value ETF $IVE

Compound Planning Inc. grew its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 169.7% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 19,227 shares of the company’s stock after buying an additional 12,099 shares during the period. Compound Planning Inc.’s holdings in iShares S&P 500 Value ETF were worth $4,060,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in IVE. Simplex Trading LLC bought a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter valued at approximately $25,000. Hilton Head Capital Partners LLC bought a new position in iShares S&P 500 Value ETF in the 4th quarter valued at approximately $25,000. Decker Retirement Planning Inc. purchased a new stake in iShares S&P 500 Value ETF during the 4th quarter valued at $26,000. United Services Automobile Association purchased a new stake in iShares S&P 500 Value ETF during the 2nd quarter valued at $26,000. Finally, RMG Wealth Management LLC purchased a new stake in iShares S&P 500 Value ETF during the 1st quarter valued at $27,000.

iShares S&P 500 Value ETF Trading Up 0.9%

iShares S&P 500 Value ETF stock opened at $231.36 on Friday. iShares S&P 500 Value ETF has a 12 month low of $193.90 and a 12 month high of $233.57. The stock has a fifty day simple moving average of $228.16 and a two-hundred day simple moving average of $221.32. The firm has a market cap of $48.92 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82.

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. 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.