WR Wealth Planners LLC Cuts Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

WR Wealth Planners LLC lowered its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 56.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,780 shares of the company’s stock after selling 2,271 shares during the quarter. WR Wealth Planners LLC’s holdings in iShares S&P 500 Value ETF were worth $340,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of IVE. Thurston Springer Miller Herd & Titak Inc. lifted its position in iShares S&P 500 Value ETF by 100.0% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after purchasing an additional 76 shares during the last quarter. Kentucky Trust Co bought a new position in iShares S&P 500 Value ETF during the fourth quarter valued at $29,000. Centricity Wealth Management LLC bought a new position in iShares S&P 500 Value ETF during the fourth quarter valued at $34,000. Valued Wealth Advisors LLC bought a new position in iShares S&P 500 Value ETF during the third quarter valued at $35,000. Finally, Perkins Coie Trust Co bought a new position in iShares S&P 500 Value ETF during the fourth quarter valued at $35,000.

iShares S&P 500 Value ETF Stock Up 1.3 %

IVE stock opened at $197.20 on Friday. iShares S&P 500 Value ETF has a 52 week low of $176.09 and a 52 week high of $206.63. The company has a fifty day simple moving average of $194.49 and a two-hundred day simple moving average of $196.16. The firm has a market capitalization of $35.97 billion, a P/E ratio of 22.47 and a beta of 0.95.

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.