iShares S&P 500 Value ETF $IVE is Prosperity Planning Inc.’s 9th Largest Position

Prosperity Planning Inc. decreased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 55,293 shares of the company’s stock after selling 3,292 shares during the period. iShares S&P 500 Value ETF comprises approximately 3.1% of Prosperity Planning Inc.’s portfolio, making the stock its 9th biggest holding. Prosperity Planning Inc.’s holdings in iShares S&P 500 Value ETF were worth $11,419,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IVE. United Services Automobile Association purchased a new stake in iShares S&P 500 Value ETF in the 2nd quarter worth approximately $26,000. Harbor Asset Planning Inc. bought a new stake in shares of iShares S&P 500 Value ETF during the second quarter valued at approximately $30,000. Flaharty Asset Management LLC bought a new stake in shares of iShares S&P 500 Value ETF during the first quarter valued at approximately $33,000. Ryan Investment Management Inc. purchased a new stake in shares of iShares S&P 500 Value ETF in the 2nd quarter worth about $36,000. Finally, Atwood & Palmer Inc. purchased a new stake in iShares S&P 500 Value ETF in the second quarter worth about $38,000.

iShares S&P 500 Value ETF Stock Up 0.2%

Shares of IVE opened at $211.23 on Friday. The business’s 50 day moving average price is $209.27 and its 200-day moving average price is $202.77. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $214.90. The stock has a market cap of $43.08 billion, a P/E ratio of 20.70 and a beta of 0.89.

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.