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

Lido Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.8% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 2,252,447 shares of the company’s stock after acquiring an additional 122,809 shares during the period. iShares S&P 500 Value ETF comprises about 1.3% of Lido Advisors LLC’s holdings, making the stock its 10th biggest holding. Lido Advisors LLC owned 1.06% of iShares S&P 500 Value ETF worth $514,190,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. Bank of America Corp DE grew its position in shares of iShares S&P 500 Value ETF by 2.0% in the first quarter. Bank of America Corp DE now owns 9,457,775 shares of the company’s stock valued at $1,997,009,000 after purchasing an additional 182,358 shares during the period. Park Avenue Securities LLC increased its stake in shares of iShares S&P 500 Value ETF by 0.3% during the third quarter. Park Avenue Securities LLC now owns 1,816,354 shares of the company’s stock worth $414,637,000 after purchasing an additional 5,323 shares in the last quarter. Royal Bank of Canada raised its position in shares of iShares S&P 500 Value ETF by 3.6% during the 1st quarter. Royal Bank of Canada now owns 1,396,602 shares of the company’s stock worth $294,892,000 after purchasing an additional 48,869 shares during the last quarter. Cassaday & Co Wealth Management LLC raised its position in shares of iShares S&P 500 Value ETF by 3.8% during the 1st quarter. Cassaday & Co Wealth Management LLC now owns 1,197,963 shares of the company’s stock worth $252,950,000 after purchasing an additional 44,187 shares during the last quarter. Finally, Sofi Wealth LLC raised its position in shares of iShares S&P 500 Value ETF by 0.4% during the 1st quarter. Sofi Wealth LLC now owns 979,965 shares of the company’s stock worth $206,920,000 after purchasing an additional 4,340 shares during the last quarter.

iShares S&P 500 Value ETF Trading Up 0.1%

Shares of iShares S&P 500 Value ETF stock opened at $240.60 on Wednesday. The firm has a market capitalization of $51.27 billion, a PE ratio of 22.47 and a beta of 0.82. iShares S&P 500 Value ETF has a twelve month low of $203.15 and a twelve month high of $244.72. The firm’s 50-day moving average price is $235.00 and its 200 day moving average price is $226.92.

About iShares S&P 500 Value ETF

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

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