WealthPlan Investment Management LLC Has $16.22 Million Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

WealthPlan Investment Management LLC lifted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 84,997 shares of the company’s stock after acquiring an additional 3,453 shares during the period. iShares S&P 500 Value ETF makes up about 1.6% of WealthPlan Investment Management LLC’s portfolio, making the stock its 10th largest holding. WealthPlan Investment Management LLC’s holdings in iShares S&P 500 Value ETF were worth $16,224,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of IVE. Kentucky Trust Co bought a new stake in iShares S&P 500 Value ETF in the fourth quarter valued at $29,000. Thurston Springer Miller Herd & Titak Inc. grew its holdings 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 worth $29,000 after buying an additional 76 shares in the last quarter. Northwest Investment Counselors LLC purchased a new stake in iShares S&P 500 Value ETF in the 3rd quarter valued at $31,000. Valued Wealth Advisors LLC purchased a new position in iShares S&P 500 Value ETF during the third quarter worth about $35,000. Finally, Perkins Coie Trust Co purchased a new position in iShares S&P 500 Value ETF in the fourth quarter worth $35,000.

iShares S&P 500 Value ETF Stock Down 0.2 %

IVE opened at $196.62 on Friday. iShares S&P 500 Value ETF has a twelve month low of $175.71 and a twelve month high of $206.63. The company has a market capitalization of $35.22 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The firm has a 50-day moving average price of $194.42 and a 200-day moving average price of $195.38.

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.