iShares S&P 500 Value ETF $IVE is Tidemark LLC’s 5th Largest Position

Tidemark LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.1% in the third quarter, Holdings Channel.com reports. The fund owned 76,330 shares of the company’s stock after purchasing an additional 4,407 shares during the period. iShares S&P 500 Value ETF makes up about 4.6% of Tidemark LLC’s holdings, making the stock its 5th largest holding. Tidemark LLC’s holdings in iShares S&P 500 Value ETF were worth $15,763,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC grew its holdings in iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after purchasing an additional 112 shares during the last quarter. Great Lakes Advisors LLC boosted its position in shares of iShares S&P 500 Value ETF by 6,385.7% in the 1st quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock worth $83,000 after buying an additional 447 shares in the last quarter. Venture Visionary Partners LLC grew its stake in iShares S&P 500 Value ETF by 9.3% in the 2nd quarter. Venture Visionary Partners LLC now owns 6,110 shares of the company’s stock valued at $1,194,000 after acquiring an additional 521 shares during the last quarter. Capital Investment Advisors LLC increased its holdings in iShares S&P 500 Value ETF by 19.8% during the 2nd quarter. Capital Investment Advisors LLC now owns 2,486 shares of the company’s stock valued at $486,000 after acquiring an additional 411 shares in the last quarter. Finally, Truist Financial Corp raised its position in iShares S&P 500 Value ETF by 28.4% during the second quarter. Truist Financial Corp now owns 639,577 shares of the company’s stock worth $124,986,000 after acquiring an additional 141,520 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

IVE stock opened at $216.35 on Thursday. The company’s 50 day simple moving average is $213.43 and its 200-day simple moving average is $207.24. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $218.44. The firm has a market capitalization of $48.91 billion, a PE ratio of 20.70 and a beta of 0.89.

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. 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.