8,799 iShares S&P 500 Value ETF $IVE Shares Acquired by Calamos Wealth Management LLC

Calamos Wealth Management LLC boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 615,155 shares of the company’s stock after purchasing an additional 8,799 shares during the quarter. iShares S&P 500 Value ETF makes up 4.0% of Calamos Wealth Management LLC’s portfolio, making the stock its 6th biggest holding. Calamos Wealth Management LLC owned approximately 0.29% of iShares S&P 500 Value ETF worth $140,428,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Calamos Advisors LLC grew its holdings in iShares S&P 500 Value ETF by 2,585.9% in the 1st quarter. Calamos Advisors LLC now owns 619,118 shares of the company’s stock valued at $130,727,000 after buying an additional 596,067 shares during the period. The Manufacturers Life Insurance Company acquired a new position in shares of iShares S&P 500 Value ETF during the 1st quarter valued at about $92,702,000. Fifth Third Bancorp lifted its holdings in shares of iShares S&P 500 Value ETF by 132.9% during the 1st quarter. Fifth Third Bancorp now owns 557,426 shares of the company’s stock worth $117,700,000 after acquiring an additional 318,135 shares during the period. Bank of America Corp DE lifted its holdings in shares of iShares S&P 500 Value ETF by 2.0% during the 1st quarter. Bank of America Corp DE now owns 9,457,775 shares of the company’s stock worth $1,997,009,000 after acquiring an additional 182,358 shares during the period. Finally, Kestra Advisory Services LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 43.7% during the 3rd quarter. Kestra Advisory Services LLC now owns 540,689 shares of the company’s stock worth $123,428,000 after acquiring an additional 164,404 shares during the period.

iShares S&P 500 Value ETF Stock Down 0.4%

Shares of IVE traded down $0.95 during mid-day trading on Friday, hitting $235.53. The company had a trading volume of 895,428 shares, compared to its average volume of 935,028. The business’s 50-day simple moving average is $234.86 and its 200-day simple moving average is $226.68. iShares S&P 500 Value ETF has a 1-year low of $203.15 and a 1-year high of $244.72. The stock has a market cap of $50.06 billion, a PE ratio of 22.47 and a beta of 0.82.

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.