Daymark Wealth Partners LLC Sells 267 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Daymark Wealth Partners LLC cut its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVEFree Report) by 0.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 36,145 shares of the company’s stock after selling 267 shares during the period. Daymark Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $6,889,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the business. Family Firm Inc. grew its position in iShares S&P 500 Value ETF by 0.5% in the 4th quarter. Family Firm Inc. now owns 10,464 shares of the company’s stock worth $1,998,000 after purchasing an additional 57 shares during the period. Lifeworks Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 2.6% in the 4th quarter. Lifeworks Advisors LLC now owns 2,390 shares of the company’s stock worth $456,000 after buying an additional 60 shares during the last quarter. Perennial Investment Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 1.0% in the 4th quarter. Perennial Investment Advisors LLC now owns 6,143 shares of the company’s stock worth $1,173,000 after buying an additional 62 shares during the last quarter. Ellis Investment Partners LLC grew its holdings in shares of iShares S&P 500 Value ETF by 0.4% in the fourth quarter. Ellis Investment Partners LLC now owns 15,647 shares of the company’s stock worth $2,987,000 after acquiring an additional 64 shares during the period. Finally, Beacon Financial Group increased its position in iShares S&P 500 Value ETF by 1.3% during the first quarter. Beacon Financial Group now owns 5,307 shares of the company’s stock valued at $1,011,000 after acquiring an additional 66 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

IVE stock opened at $191.34 on Monday. The company has a market cap of $38.17 billion, a price-to-earnings ratio of 20.88 and a beta of 0.89. The business’s 50-day moving average is $183.77 and its two-hundred day moving average is $191.02. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $206.63.

iShares S&P 500 Value ETF Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for iShares S&P 500 Value ETF (NYSEARCA:IVE)

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