iShares S&P 500 Value ETF $IVE Shares Acquired by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 19.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,998 shares of the company’s stock after purchasing an additional 2,453 shares during the quarter. Tempus Wealth Planning LLC’s holdings in iShares S&P 500 Value ETF were worth $3,424,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the company. Bank of America Corp DE boosted its position in iShares S&P 500 Value ETF by 2.0% in the first quarter. Bank of America Corp DE now owns 9,457,775 shares of the company’s stock valued at $1,997,009,000 after buying an additional 182,358 shares during the last quarter. Lido Advisors LLC increased its holdings in iShares S&P 500 Value ETF by 4.4% in the 1st quarter. Lido Advisors LLC now owns 1,944,079 shares of the company’s stock worth $410,493,000 after buying an additional 81,088 shares during the period. Royal Bank of Canada increased its holdings in iShares S&P 500 Value ETF by 3.6% in the 1st quarter. Royal Bank of Canada now owns 1,396,602 shares of the company’s stock worth $294,892,000 after buying an additional 48,869 shares during the period. Cassaday & Co Wealth Management LLC raised its position in iShares S&P 500 Value ETF by 3.8% during the 1st quarter. Cassaday & Co Wealth Management LLC now owns 1,197,963 shares of the company’s stock worth $252,950,000 after buying an additional 44,187 shares during the last quarter. Finally, Sofi Wealth LLC raised its position in iShares S&P 500 Value ETF by 0.4% during the 1st quarter. Sofi Wealth LLC now owns 979,965 shares of the company’s stock worth $206,920,000 after buying an additional 4,340 shares during the last quarter.

iShares S&P 500 Value ETF Trading Down 0.0%

NYSEARCA IVE traded down $0.01 on Wednesday, hitting $234.06. 819,715 shares of the company’s stock traded hands, compared to its average volume of 937,477. iShares S&P 500 Value ETF has a 1-year low of $203.15 and a 1-year high of $239.93. The firm’s 50-day moving average price is $234.42 and its two-hundred day moving average price is $228.20. The firm has a market capitalization of $49.53 billion, a PE ratio of 20.70 and a beta of 0.83.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.