iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Purchased by Tidemark LLC

Tidemark LLC raised its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 42,807 shares of the company’s stock after purchasing an additional 3,754 shares during the period. iShares S&P 500 Value ETF accounts for 3.1% of Tidemark LLC’s portfolio, making the stock its 9th largest holding. Tidemark LLC’s holdings in iShares S&P 500 Value ETF were worth $8,171,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of IVE. Kentucky Trust Co acquired a new position in shares of iShares S&P 500 Value ETF during the 4th quarter worth about $29,000. Thurston Springer Miller Herd & Titak Inc. increased its position in iShares S&P 500 Value ETF by 100.0% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock worth $29,000 after buying an additional 76 shares during the period. Providence First Trust Co bought a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at approximately $31,000. Centricity Wealth Management LLC bought a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter valued at approximately $34,000. Finally, Perkins Coie Trust Co acquired a new stake in shares of iShares S&P 500 Value ETF in the fourth quarter worth $35,000.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $188.81 on Friday. iShares S&P 500 Value ETF has a one year low of $176.09 and a one year high of $206.63. The company has a fifty day moving average price of $194.27 and a 200 day moving average price of $196.20. The stock has a market cap of $36.68 billion, a P/E ratio of 22.06 and a beta of 0.94.

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.