Lido Advisors LLC lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 4.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,944,079 shares of the company’s stock after acquiring an additional 81,088 shares during the period. iShares S&P 500 Value ETF comprises approximately 1.3% of Lido Advisors LLC’s holdings, making the stock its 9th largest position. Lido Advisors LLC owned approximately 0.88% of iShares S&P 500 Value ETF worth $410,493,000 at the end of the most recent reporting period.
Several other institutional investors have also made changes to their positions in IVE. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors raised its position in iShares S&P 500 Value ETF by 96.6% during the fourth quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 223,947 shares of the company’s stock valued at $47,492,000 after buying an additional 110,058 shares during the period. FLP Wealth Management LLC boosted its position in iShares S&P 500 Value ETF by 1,182.9% during the 4th quarter. FLP Wealth Management LLC now owns 23,964 shares of the company’s stock worth $5,082,000 after acquiring an additional 22,096 shares during the period. Centurion Wealth Management LLC boosted its position in iShares S&P 500 Value ETF by 24.7% during the 4th quarter. Centurion Wealth Management LLC now owns 24,643 shares of the company’s stock worth $5,226,000 after acquiring an additional 4,876 shares during the period. Cassilly Financial Group LLC purchased a new position in iShares S&P 500 Value ETF during the 4th quarter valued at about $2,294,000. Finally, Tudor Investment Corp ET AL purchased a new position in iShares S&P 500 Value ETF during the 3rd quarter valued at about $3,049,000.
iShares S&P 500 Value ETF Price Performance
Shares of IVE opened at $230.73 on Thursday. The business’s 50-day moving average is $227.91 and its 200-day moving average is $221.13. The company has a market capitalization of $48.79 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a fifty-two week low of $193.90 and a fifty-two week high of $233.57.
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.
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