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8,799 iShares S&P 500 Value ETF $IVE Shares Acquired by Calamos Wealth Management LLC - The Lincolnian Online

Muhammad Alam khosa
Published on 2026-11-07 12:45:00
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8,799 iShares S&P 500 Value ETF $IVE Shares Acquired by Calamos Wealth Management LLC - The Lincolnian Online

Calamos Wealth Management LLC boosted its holdings in iShares S&P 500 Value ETF ( NYSEARCA:IVE – Free Report ) by 1.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 615,155 shares of the company’s stock after purchasing an additional 8,799 shares during the quarter. iShares S&P 500 Value ETF makes up 4.0% of Calamos Wealth Management LLC’s portfolio, making the stock its 6th biggest holding. Calamos Wealth Management LLC owned approximately 0.29% of iShares S&P 500 Value ETF worth $140,428,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Calamos Advisors LLC grew its holdings in iShares S&P 500 Value ETF by 2,585.9% in the 1st quarter. Calamos Advisors LLC now owns 619,118 shares of the company’s stock valued at $130,727,000 after buying an additional 596,067 shares during the period. The Manufacturers Life Insurance Company acquired a new position in shares of iShares S&P 500 Value ETF during the 1st quarter valued at about $92,702,000. Fifth Third Bancorp lifted its holdings in shares of iShares S&P 500 Value ETF by 132.9...

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