Holistic Planning LLC Has $2.39 Million Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Holistic Planning LLC lowered its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,133 shares of the company’s stock after selling 728 shares during the quarter. iShares S&P 500 Value ETF makes up about 1.0% of Holistic Planning LLC’s investment portfolio, making the stock its 20th largest holding. Holistic Planning LLC’s holdings in iShares S&P 500 Value ETF were worth $2,392,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in IVE. CarsonAllaria Wealth Management Ltd. grew its stake in iShares S&P 500 Value ETF by 289.5% in the 1st quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock valued at $28,000 after buying an additional 110 shares during the last quarter. Northwest Investment Counselors LLC acquired a new position in shares of iShares S&P 500 Value ETF in the third quarter valued at approximately $31,000. Valued Wealth Advisors LLC bought a new position in shares of iShares S&P 500 Value ETF during the third quarter worth approximately $35,000. Addison Advisors LLC lifted its holdings in iShares S&P 500 Value ETF by 50.0% during the 2nd quarter. Addison Advisors LLC now owns 279 shares of the company’s stock worth $51,000 after purchasing an additional 93 shares during the last quarter. Finally, TruNorth Capital Management LLC bought a new stake in iShares S&P 500 Value ETF in the 2nd quarter valued at $65,000.

iShares S&P 500 Value ETF Price Performance

IVE stock opened at $201.89 on Friday. The business’s fifty day moving average price is $196.49 and its two-hundred day moving average price is $188.96. The stock has a market capitalization of $36.17 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a fifty-two week low of $155.79 and a fifty-two week high of $202.44.

About iShares S&P 500 Value ETF

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.