iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Bought by Tidemark LLC

Tidemark LLC grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 39,053 shares of the company’s stock after acquiring an additional 3,418 shares during the quarter. iShares S&P 500 Value ETF comprises about 3.2% of Tidemark LLC’s investment portfolio, making the stock its 9th largest holding. Tidemark LLC’s holdings in iShares S&P 500 Value ETF were worth $7,700,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of IVE. CGN Advisors LLC raised its holdings in iShares S&P 500 Value ETF by 3.0% during the 2nd quarter. CGN Advisors LLC now owns 1,860 shares of the company’s stock worth $339,000 after buying an additional 55 shares during the period. Capital Square LLC increased its holdings in iShares S&P 500 Value ETF by 1.3% in the second quarter. Capital Square LLC now owns 4,339 shares of the company’s stock worth $816,000 after buying an additional 55 shares during the last quarter. HighMark Wealth Management LLC boosted its position in iShares S&P 500 Value ETF by 0.7% during the second quarter. HighMark Wealth Management LLC now owns 8,208 shares of the company’s stock worth $1,494,000 after purchasing an additional 56 shares during the period. GDS Wealth Management boosted its position in iShares S&P 500 Value ETF by 3.3% during the third quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after purchasing an additional 56 shares during the period. Finally, Jaffetilchin Investment Partners LLC boosted its position in iShares S&P 500 Value ETF by 0.8% during the second quarter. Jaffetilchin Investment Partners LLC now owns 7,025 shares of the company’s stock worth $1,279,000 after purchasing an additional 57 shares during the period.

iShares S&P 500 Value ETF Trading Down 0.3 %

IVE opened at $199.51 on Monday. iShares S&P 500 Value ETF has a 1-year low of $161.43 and a 1-year high of $203.67. The stock has a market capitalization of $35.74 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81. The business has a 50 day moving average of $197.20 and a 200-day moving average of $189.82.

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.