iShares S&P 500 Value ETF $IVE Shares Purchased by Cornerstone Planning Group LLC

Cornerstone Planning Group LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6,879.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 17,031 shares of the company’s stock after acquiring an additional 16,787 shares during the quarter. Cornerstone Planning Group LLC’s holdings in iShares S&P 500 Value ETF were worth $3,548,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in the stock. Dumont & Blake Investment Advisors LLC lifted its stake in shares of iShares S&P 500 Value ETF by 0.5% in the third quarter. Dumont & Blake Investment Advisors LLC now owns 10,795 shares of the company’s stock valued at $2,229,000 after purchasing an additional 49 shares during the period. Signal Advisors Wealth LLC increased its holdings in iShares S&P 500 Value ETF by 0.6% in the third quarter. Signal Advisors Wealth LLC now owns 9,010 shares of the company’s stock valued at $1,861,000 after buying an additional 51 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC lifted its position in shares of iShares S&P 500 Value ETF by 2.2% during the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,749 shares of the company’s stock valued at $537,000 after acquiring an additional 59 shares during the period. CPC Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 4.9% during the 3rd quarter. CPC Advisors LLC now owns 1,255 shares of the company’s stock worth $259,000 after acquiring an additional 59 shares in the last quarter. Finally, Pinnacle Associates Ltd. grew its holdings in shares of iShares S&P 500 Value ETF by 0.8% in the 2nd quarter. Pinnacle Associates Ltd. now owns 8,323 shares of the company’s stock worth $1,626,000 after acquiring an additional 62 shares during the period.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE opened at $219.04 on Tuesday. The business has a 50 day moving average price of $214.16 and a 200 day moving average price of $207.75. The company has a market capitalization of $49.55 billion, a P/E ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year high of $219.22.

iShares S&P 500 Value ETF Company 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. 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.