iShares S&P 500 Value ETF $IVE Stake Boosted by Calamos Wealth Management LLC

Calamos Wealth Management LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 577,104 shares of the company’s stock after acquiring an additional 21,523 shares during the quarter. iShares S&P 500 Value ETF accounts for 4.3% of Calamos Wealth Management LLC’s portfolio, making the stock its 6th biggest holding. Calamos Wealth Management LLC owned 0.29% of iShares S&P 500 Value ETF worth $119,178,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of IVE. Dumont & Blake Investment Advisors LLC increased its position in shares of iShares S&P 500 Value ETF by 0.5% during the 3rd 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 last quarter. Signal Advisors Wealth LLC increased its holdings in iShares S&P 500 Value ETF by 0.6% during 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 during the last quarter. Harbor Investment Advisory LLC increased its holdings in iShares S&P 500 Value ETF by 0.3% during the second quarter. Harbor Investment Advisory LLC now owns 20,113 shares of the company’s stock valued at $3,930,000 after buying an additional 59 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC raised its position in iShares S&P 500 Value ETF by 2.2% in the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,749 shares of the company’s stock worth $537,000 after acquiring an additional 59 shares during the period. Finally, Seneca House Advisors boosted its stake in shares of iShares S&P 500 Value ETF by 0.4% during the 2nd quarter. Seneca House Advisors now owns 15,246 shares of the company’s stock worth $2,979,000 after acquiring an additional 62 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $213.56 on Wednesday. iShares S&P 500 Value ETF has a one year low of $165.45 and a one year high of $214.90. The business has a fifty day moving average price of $210.50 and a 200-day moving average price of $204.19. The firm has a market capitalization of $43.56 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.

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. 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.