Prosperity Planning Inc. Has $12.22 Million Stock Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Prosperity Planning Inc. lessened its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 12.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 64,027 shares of the company’s stock after selling 8,827 shares during the period. iShares S&P 500 Value ETF makes up 3.9% of Prosperity Planning Inc.’s holdings, making the stock its 6th largest position. Prosperity Planning Inc.’s holdings in iShares S&P 500 Value ETF were worth $12,221,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. grew its position in iShares S&P 500 Value ETF by 100.0% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock worth $29,000 after buying an additional 76 shares during the last quarter. Northwest Investment Counselors LLC bought a new stake in shares of iShares S&P 500 Value ETF during the 3rd quarter worth $31,000. Valued Wealth Advisors LLC bought a new stake in shares of iShares S&P 500 Value ETF during the 3rd quarter worth $35,000. Perkins Coie Trust Co acquired a new position in shares of iShares S&P 500 Value ETF in the 4th quarter worth $35,000. Finally, Copley Financial Group Inc. acquired a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth $36,000.

iShares S&P 500 Value ETF Trading Up 0.7 %

IVE stock opened at $194.09 on Tuesday. iShares S&P 500 Value ETF has a one year low of $170.13 and a one year high of $206.63. The firm has a 50-day moving average of $196.93 and a two-hundred day moving average of $194.15. The firm has a market capitalization of $34.77 billion, a PE ratio of 23.79 and a beta of 0.81.

iShares S&P 500 Value ETF 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.