Calamos Wealth Management LLC increased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.9% in the first quarter, HoldingsChannel.com reports. The fund owned 596,353 shares of the company’s stock after buying an additional 10,957 shares during the period. iShares S&P 500 Value ETF comprises approximately 4.3% of Calamos Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding. Calamos Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $125,920,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors also recently bought and sold shares of the company. Rockwood Wealth Management LLC lifted its stake in shares of iShares S&P 500 Value ETF by 2.7% in the 1st quarter. Rockwood Wealth Management LLC now owns 1,785 shares of the company’s stock valued at $377,000 after purchasing an additional 47 shares during the period. Flagship Private Wealth LLC grew its stake in shares of iShares S&P 500 Value ETF by 1.1% in the 4th quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock valued at $901,000 after buying an additional 48 shares during the period. Patten & Patten Inc. TN boosted its position in shares of iShares S&P 500 Value ETF by 4.8% during the 4th quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock worth $222,000 after purchasing an additional 48 shares during the period. Bernardo Wealth Planning LLC boosted its position in shares of iShares S&P 500 Value ETF by 0.5% during the fourth quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock worth $2,014,000 after buying an additional 49 shares during the period. Finally, Stegner Investment Associates Inc. boosted its holdings in iShares S&P 500 Value ETF by 0.3% during the 4th quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock valued at $3,457,000 after acquiring an additional 49 shares during the period.
iShares S&P 500 Value ETF Stock Performance
Shares of iShares S&P 500 Value ETF stock opened at $230.88 on Tuesday. iShares S&P 500 Value ETF has a one year low of $193.90 and a one year high of $232.28. The business has a 50-day simple moving average of $227.03 and a 200-day simple moving average of $220.28. The company has a market cap of $48.72 billion, a PE ratio of 20.70 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.
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