Creative Planning Reduces Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Creative Planning decreased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 114,952 shares of the company’s stock after selling 562 shares during the quarter. Creative Planning’s holdings in iShares S&P 500 Value ETF were worth $22,665,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Palisade Asset Management LLC purchased a new position in shares of iShares S&P 500 Value ETF during the first quarter worth about $26,000. CarsonAllaria Wealth Management Ltd. grew its holdings in shares of iShares S&P 500 Value ETF by 289.5% during the first quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock worth $28,000 after purchasing an additional 110 shares during the last quarter. Northwest Investment Counselors LLC purchased a new position in shares of iShares S&P 500 Value ETF during the first quarter worth about $29,000. Addison Advisors LLC grew its holdings in shares of iShares S&P 500 Value ETF by 50.0% during the second 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 purchased a new position in shares of iShares S&P 500 Value ETF during the second quarter worth about $65,000.

iShares S&P 500 Value ETF Stock Up 0.2 %

NYSEARCA IVE opened at $200.74 on Monday. iShares S&P 500 Value ETF has a 52-week low of $147.23 and a 52-week high of $201.08. The business’s 50-day moving average price is $194.63 and its 200 day moving average price is $187.25. The firm has a market cap of $35.96 billion, a P/E ratio of 23.79 and a beta of 0.81.

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.