iShares S&P 500 Value ETF $IVE Stock Position Increased by Calamos Wealth Management LLC

Calamos Wealth Management LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 596,353 shares of the company’s stock after acquiring an additional 10,957 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 4.3% of Calamos Wealth Management LLC’s portfolio, making the stock its 5th biggest position. Calamos Wealth Management LLC owned approximately 0.27% of iShares S&P 500 Value ETF worth $125,920,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. JPMorgan Chase & Co. grew its holdings in shares of iShares S&P 500 Value ETF by 4.6% in the fourth quarter. JPMorgan Chase & Co. now owns 18,748,246 shares of the company’s stock worth $3,975,941,000 after acquiring an additional 821,872 shares during the period. Morgan Stanley lifted its holdings in shares of iShares S&P 500 Value ETF by 7.5% in the 4th quarter. Morgan Stanley now owns 15,278,856 shares of the company’s stock valued at $3,240,188,000 after acquiring an additional 1,068,945 shares during the last quarter. Bank of America Corp DE lifted its stake in shares of iShares S&P 500 Value ETF by 0.9% in the 3rd quarter. Bank of America Corp DE now owns 8,396,957 shares of the company’s stock valued at $1,734,056,000 after purchasing an additional 72,040 shares during the last quarter. Wells Fargo & Company MN lifted its position in iShares S&P 500 Value ETF by 2.0% in the fourth quarter. Wells Fargo & Company MN now owns 6,264,139 shares of the company’s stock worth $1,328,436,000 after buying an additional 120,153 shares during the last quarter. Finally, Cetera Investment Advisers lifted its position in shares of iShares S&P 500 Value ETF by 22.5% during the fourth quarter. Cetera Investment Advisers now owns 3,409,979 shares of the company’s stock worth $723,154,000 after purchasing an additional 627,109 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $230.88 on Tuesday. The stock has a market cap of $48.72 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. The firm has a 50-day moving average of $227.03 and a two-hundred day moving average of $220.28. iShares S&P 500 Value ETF has a 1 year low of $193.90 and a 1 year high of $232.28.

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. 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.