Calamos Wealth Management LLC Acquires 2,168 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Calamos Wealth Management LLC lifted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.5% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 478,996 shares of the company’s stock after purchasing an additional 2,168 shares during the quarter. iShares S&P 500 Value ETF comprises about 4.6% of Calamos Wealth Management LLC’s holdings, making the stock its 6th biggest holding. Calamos Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $91,431,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in IVE. Alpha Financial Partners LLC acquired a new stake in shares of iShares S&P 500 Value ETF in the third quarter valued at about $7,385,000. Everpar Advisors LLC lifted its stake in iShares S&P 500 Value ETF by 7.2% in the 3rd quarter. Everpar Advisors LLC now owns 1,555 shares of the company’s stock valued at $307,000 after purchasing an additional 105 shares during the last quarter. Lakeridge Wealth Management LLC increased its position in iShares S&P 500 Value ETF by 1.7% in the 3rd quarter. Lakeridge Wealth Management LLC now owns 6,338 shares of the company’s stock valued at $1,250,000 after acquiring an additional 104 shares during the period. Lpwm LLC boosted its holdings in iShares S&P 500 Value ETF by 2.3% in the third quarter. Lpwm LLC now owns 277,279 shares of the company’s stock valued at $54,169,000 after acquiring an additional 6,157 shares during the last quarter. Finally, Miracle Mile Advisors LLC raised its position in iShares S&P 500 Value ETF by 0.7% in the 3rd quarter. Miracle Mile Advisors LLC now owns 656,214 shares of the company’s stock valued at $129,386,000 after buying an additional 4,481 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $195.25 on Tuesday. The company has a market capitalization of $34.98 billion, a PE ratio of 23.79 and a beta of 0.81. The business’s fifty day moving average is $196.00 and its 200 day moving average is $194.97. iShares S&P 500 Value ETF has a 52-week low of $173.01 and a 52-week high of $206.63.

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.