Total Wealth Planning LLC Reduces Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Total Wealth Planning LLC trimmed its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 17.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,757 shares of the company’s stock after selling 2,203 shares during the quarter. Total Wealth Planning LLC’s holdings in iShares S&P 500 Value ETF were worth $1,871,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Peoples Bank KS purchased a new stake in iShares S&P 500 Value ETF during the 3rd quarter valued at about $25,000. Allspring Global Investments Holdings LLC grew its stake in iShares S&P 500 Value ETF by 700.0% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 160 shares of the company’s stock valued at $25,000 after purchasing an additional 140 shares during the last quarter. First Pacific Financial purchased a new stake in iShares S&P 500 Value ETF during the 4th quarter valued at about $30,000. Sound Income Strategies LLC purchased a new stake in iShares S&P 500 Value ETF during the 4th quarter valued at about $35,000. Finally, Wetzel Investment Advisors Inc. purchased a new stake in iShares S&P 500 Value ETF during the 4th quarter valued at about $35,000.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock traded down $0.30 during trading hours on Friday, hitting $180.15. 440,677 shares of the stock traded hands, compared to its average volume of 961,049. The firm’s 50 day moving average price is $181.38 and its 200-day moving average price is $171.79. The stock has a market capitalization of $32.27 billion, a price-to-earnings ratio of 23.38 and a beta of 0.84. iShares S&P 500 Value ETF has a 1 year low of $147.23 and a 1 year high of $187.24.

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.