Holistic Planning LLC Sells 728 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Holistic Planning LLC decreased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 5.7% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 12,133 shares of the company’s stock after selling 728 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 1.0% of Holistic Planning LLC’s portfolio, making the stock its 20th largest holding. Holistic Planning LLC’s holdings in iShares S&P 500 Value ETF were worth $2,392,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in IVE. International Assets Investment Management LLC raised its stake in shares of 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 worth $262,938,000 after purchasing an additional 1,326,211 shares during the period. Cetera Investment Advisers raised its position in iShares S&P 500 Value ETF by 905.6% in the first quarter. Cetera Investment Advisers now owns 1,410,516 shares of the company’s stock worth $263,498,000 after acquiring an additional 1,270,256 shares during the period. JPMorgan Chase & Co. raised its position in iShares S&P 500 Value ETF by 5.1% in the first quarter. JPMorgan Chase & Co. now owns 17,776,089 shares of the company’s stock worth $3,320,751,000 after acquiring an additional 861,704 shares during the period. Sanctuary Advisors LLC purchased a new position in iShares S&P 500 Value ETF in the second quarter valued at about $82,555,000. Finally, Envestnet Asset Management Inc. grew its position in shares of iShares S&P 500 Value ETF by 3.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 12,380,397 shares of the company’s stock valued at $2,253,356,000 after acquiring an additional 420,007 shares during the period.

iShares S&P 500 Value ETF Stock Up 0.6 %

Shares of IVE stock opened at $201.89 on Friday. The firm has a market cap of $36.17 billion, a P/E ratio of 23.79 and a beta of 0.81. The company has a 50 day moving average of $196.49 and a 200-day moving average of $188.96. iShares S&P 500 Value ETF has a 12-month low of $155.79 and a 12-month high of $202.44.

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.