iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Sterling Financial Planning Inc.

Sterling Financial Planning Inc. decreased its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,399 shares of the company’s stock after selling 613 shares during the period. iShares S&P 500 Value ETF makes up 1.6% of Sterling Financial Planning Inc.’s portfolio, making the stock its 17th biggest position. Sterling Financial Planning Inc.’s holdings in iShares S&P 500 Value ETF were worth $4,466,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. Stifel Financial Corp grew its position in iShares S&P 500 Value ETF by 2.5% in the third quarter. Stifel Financial Corp now owns 2,488,560 shares of the company’s stock valued at $490,670,000 after acquiring an additional 60,868 shares in the last quarter. PNC Financial Services Group Inc. boosted its stake in shares of iShares S&P 500 Value ETF by 7.6% in the third quarter. PNC Financial Services Group Inc. now owns 1,975,642 shares of the company’s stock valued at $389,537,000 after purchasing an additional 139,651 shares during the period. International Assets Investment Management LLC grew its holdings in iShares S&P 500 Value ETF by 18,046.1% during the 3rd quarter. International Assets Investment Management LLC now owns 1,333,560 shares of the company’s stock valued at $262,938,000 after purchasing an additional 1,326,211 shares in the last quarter. Huntington National Bank increased its stake in iShares S&P 500 Value ETF by 6.9% during the 3rd quarter. Huntington National Bank now owns 1,045,926 shares of the company’s stock worth $206,225,000 after buying an additional 67,448 shares during the period. Finally, Park Avenue Securities LLC lifted its holdings in iShares S&P 500 Value ETF by 5.8% in the 4th quarter. Park Avenue Securities LLC now owns 947,689 shares of the company’s stock worth $180,895,000 after buying an additional 51,773 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $198.58 on Thursday. iShares S&P 500 Value ETF has a 1-year low of $176.09 and a 1-year high of $206.63. The stock has a market cap of $36.22 billion, a P/E ratio of 22.47 and a beta of 0.95. The firm has a 50-day moving average of $194.18 and a two-hundred day moving average of $195.63.

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.