iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Purchased by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 31.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,234 shares of the company’s stock after buying an additional 536 shares during the quarter. Tempus Wealth Planning LLC’s holdings in iShares S&P 500 Value ETF were worth $441,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in IVE. CGN Advisors LLC raised its holdings in iShares S&P 500 Value ETF by 3.0% in the 2nd quarter. CGN Advisors LLC now owns 1,860 shares of the company’s stock worth $339,000 after acquiring an additional 55 shares during the period. Capital Square LLC raised its holdings in iShares S&P 500 Value ETF by 1.3% in the 2nd quarter. Capital Square LLC now owns 4,339 shares of the company’s stock worth $816,000 after acquiring an additional 55 shares during the period. HighMark Wealth Management LLC raised its holdings in iShares S&P 500 Value ETF by 0.7% in the 2nd quarter. HighMark Wealth Management LLC now owns 8,208 shares of the company’s stock worth $1,494,000 after acquiring an additional 56 shares during the period. Jaffetilchin Investment Partners LLC raised its holdings in iShares S&P 500 Value ETF by 0.8% in the 2nd quarter. Jaffetilchin Investment Partners LLC now owns 7,025 shares of the company’s stock worth $1,279,000 after acquiring an additional 57 shares during the period. Finally, WR Wealth Planners LLC raised its holdings in iShares S&P 500 Value ETF by 1.5% in the 2nd quarter. WR Wealth Planners LLC now owns 3,846 shares of the company’s stock worth $700,000 after acquiring an additional 57 shares during the period.

iShares S&P 500 Value ETF Stock Performance

NYSEARCA:IVE opened at $198.52 on Wednesday. The firm’s 50-day moving average is $195.14 and its 200-day moving average is $187.47. iShares S&P 500 Value ETF has a 52-week low of $147.23 and a 52-week high of $201.08. The company has a market cap of $35.56 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

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.