iShares S&P 500 Value ETF $IVE Shares Purchased by Lido Advisors LLC

Lido Advisors LLC raised its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,944,079 shares of the company’s stock after purchasing an additional 81,088 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 1.3% of Lido Advisors LLC’s holdings, making the stock its 9th biggest position. Lido Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $410,493,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its stake in iShares S&P 500 Value ETF by 96.6% in 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 acquiring an additional 110,058 shares during the last quarter. FLP Wealth Management LLC lifted its stake in shares of iShares S&P 500 Value ETF by 1,182.9% in the 4th quarter. FLP Wealth Management LLC now owns 23,964 shares of the company’s stock valued at $5,082,000 after purchasing an additional 22,096 shares during the last quarter. Centurion Wealth Management LLC lifted its stake in shares of iShares S&P 500 Value ETF by 24.7% in the 4th quarter. Centurion Wealth Management LLC now owns 24,643 shares of the company’s stock valued at $5,226,000 after purchasing an additional 4,876 shares during the last quarter. Cassilly Financial Group LLC bought a new stake in iShares S&P 500 Value ETF in the fourth quarter worth $2,294,000. Finally, Tudor Investment Corp ET AL bought a new stake in iShares S&P 500 Value ETF in the third quarter worth $3,049,000.

iShares S&P 500 Value ETF Price Performance

iShares S&P 500 Value ETF stock opened at $230.73 on Thursday. 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 one year low of $193.90 and a one year high of $233.57. The company’s fifty day moving average price is $227.91 and its two-hundred day moving average price is $221.13.

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.