Tempus Wealth Planning LLC Has $1.34 Million Stock Position in iShares S&P 500 Value ETF $IVE

Tempus Wealth Planning LLC boosted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 24.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,867 shares of the company’s stock after buying an additional 1,371 shares during the period. Tempus Wealth Planning LLC’s holdings in iShares S&P 500 Value ETF were worth $1,342,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Realta Investment Advisors grew its stake in iShares S&P 500 Value ETF by 4.4% in the first quarter. Realta Investment Advisors now owns 1,380 shares of the company’s stock valued at $263,000 after purchasing an additional 58 shares in the last quarter. Graney & King LLC grew its stake in iShares S&P 500 Value ETF by 22.5% in the first quarter. Graney & King LLC now owns 316 shares of the company’s stock valued at $60,000 after purchasing an additional 58 shares in the last quarter. Harbor Investment Advisory LLC grew its stake in iShares S&P 500 Value ETF by 0.3% in the second quarter. Harbor Investment Advisory LLC now owns 20,113 shares of the company’s stock valued at $3,930,000 after purchasing an additional 59 shares in the last quarter. Country Club Bank grew its stake in iShares S&P 500 Value ETF by 1.1% in the first quarter. Country Club Bank now owns 5,723 shares of the company’s stock valued at $1,080,000 after purchasing an additional 60 shares in the last quarter. Finally, Confluence Wealth Services Inc. grew its stake in iShares S&P 500 Value ETF by 2.5% in the first quarter. Confluence Wealth Services Inc. now owns 2,555 shares of the company’s stock valued at $459,000 after purchasing an additional 62 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

Shares of NYSEARCA IVE opened at $205.47 on Friday. The business’s 50-day moving average price is $201.56 and its two-hundred day moving average price is $192.83. iShares S&P 500 Value ETF has a one year low of $165.45 and a one year high of $206.63. The company has a market capitalization of $41.25 billion, a P/E ratio of 20.70 and a beta of 0.94.

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.