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

Bartlett & Co. LLC boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 60.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 33,495 shares of the company’s stock after purchasing an additional 12,581 shares during the quarter. Bartlett & Co. LLC’s holdings in iShares S&P 500 Value ETF were worth $3,991,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in IVE. Steward Partners Investment Advisory LLC increased its stake in iShares S&P 500 Value ETF by 1.9% during the second quarter. Steward Partners Investment Advisory LLC now owns 4,672 shares of the company’s stock worth $544,000 after acquiring an additional 85 shares during the last quarter. Benjamin Edwards Inc. increased its stake in iShares S&P 500 Value ETF by 1.0% during the second quarter. Benjamin Edwards Inc. now owns 8,770 shares of the company’s stock worth $1,022,000 after acquiring an additional 87 shares during the last quarter. Evanson Asset Management LLC increased its stake in iShares S&P 500 Value ETF by 2.2% during the third quarter. Evanson Asset Management LLC now owns 4,152 shares of the company’s stock worth $495,000 after acquiring an additional 90 shares during the last quarter. Cerity Partners LLC increased its stake in iShares S&P 500 Value ETF by 1.8% during the third quarter. Cerity Partners LLC now owns 5,383 shares of the company’s stock worth $642,000 after acquiring an additional 94 shares during the last quarter. Finally, D.A. Davidson & CO. increased its stake in iShares S&P 500 Value ETF by 2.3% during the second quarter. D.A. Davidson & CO. now owns 4,561 shares of the company’s stock worth $532,000 after acquiring an additional 102 shares during the last quarter.

NYSEARCA:IVE traded down $0.11 on Friday, hitting $125.53. 37,017 shares of the stock were exchanged, compared to its average volume of 810,409. The stock has a fifty day moving average of $120.24 and a 200-day moving average of $116.86. iShares S&P 500 Value ETF has a fifty-two week low of $94.72 and a fifty-two week high of $126.08.

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.

See Also: Trading Strategy Examples and Plans

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

Receive News & Ratings for iShares S&P 500 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares S&P 500 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.



Leave a Reply