Harbor Asset Planning Inc. Invests $30,000 in iShares S&P 500 Value ETF $IVE

Harbor Asset Planning Inc. acquired a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) during the 2nd quarter, Holdings Channel.com reports. The fund acquired 153 shares of the company’s stock, valued at approximately $30,000.

Several other institutional investors also recently modified their holdings of IVE. Brighton Jones LLC boosted its position in shares of iShares S&P 500 Value ETF by 0.8% during the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after buying an additional 112 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its holdings in iShares S&P 500 Value ETF by 4.1% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 89,050 shares of the company’s stock valued at $16,971,000 after acquiring an additional 3,502 shares during the period. Kingswood Wealth Advisors LLC lifted its holdings in iShares S&P 500 Value ETF by 60.0% in the first quarter. Kingswood Wealth Advisors LLC now owns 4,294 shares of the company’s stock valued at $818,000 after acquiring an additional 1,610 shares during the period. Johnson Investment Counsel Inc. lifted its holdings in iShares S&P 500 Value ETF by 1.3% in the first quarter. Johnson Investment Counsel Inc. now owns 12,811 shares of the company’s stock valued at $2,441,000 after acquiring an additional 169 shares during the period. Finally, Siligmueller & Norvid Wealth Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 6.5% in the first quarter. Siligmueller & Norvid Wealth Advisors LLC now owns 23,140 shares of the company’s stock worth $4,410,000 after buying an additional 1,408 shares during the period.

iShares S&P 500 Value ETF Stock Up 0.7%

NYSEARCA IVE opened at $206.01 on Friday. The stock’s 50-day moving average price is $204.05 and its 200-day moving average price is $194.49. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $209.12. The company has a market capitalization of $41.63 billion, a P/E ratio of 20.70 and a beta of 0.94.

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.