Planned Solutions Inc. Acquires New Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Planned Solutions Inc. purchased a new position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 1,267 shares of the company’s stock, valued at approximately $220,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Ironwood Wealth Management LLC. lifted its position in shares of iShares S&P 500 Value ETF by 4.5% in the first quarter. Ironwood Wealth Management LLC. now owns 100,433 shares of the company’s stock worth $15,853,000 after buying an additional 4,361 shares during the last quarter. Axiom Financial Strategies LLC bought a new stake in iShares S&P 500 Value ETF during the first quarter worth approximately $286,000. Retirement Income Solutions Inc grew its holdings in iShares S&P 500 Value ETF by 10.6% during the first quarter. Retirement Income Solutions Inc now owns 15,400 shares of the company’s stock valued at $2,398,000 after purchasing an additional 1,473 shares during the last quarter. Blair William & Co. IL lifted its stake in shares of iShares S&P 500 Value ETF by 17.0% in the first quarter. Blair William & Co. IL now owns 10,240 shares of the company’s stock worth $1,595,000 after buying an additional 1,485 shares during the last quarter. Finally, Prudential PLC bought a new stake in shares of iShares S&P 500 Value ETF during the 1st quarter worth $389,000.

iShares S&P 500 Value ETF Price Performance

Shares of IVE opened at $186.13 on Thursday. The company has a market capitalization of $29.43 billion, a PE ratio of 15.85 and a beta of 0.94. iShares S&P 500 Value ETF has a one year low of $145.90 and a one year high of $186.14. The company’s fifty day moving average price is $178.19 and its 200 day moving average price is $167.83.

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.