iShares S&P 500 Value ETF $IVE Shares Purchased by Concorde Asset Management LLC - American Market News
Author: ABMN Staff
Description: Read iShares S&P 500 Value ETF $IVE Shares Purchased by Concorde Asset Management LLC at American Market News
Keywords: iShares S&P 500 Value ETF,NYSEARCA:IVE,IVE,NYSEARCA,SEC Filings,13F,Hedge Fund Holdings,Institutional Investor Holdings
Date: 2026-06-13T04:36:57+0000

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# iShares S&P 500 Value ETF $IVE Shares Purchased by Concorde Asset Management LLC

Posted by ABMN Staff on Jun 13th, 2026

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Concorde Asset Management LLC increased its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 20.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,090 shares of the company’s stock after purchasing an additional 2,582 shares during the quarter. iShares S&P 500 Value ETF accounts for 1.3% of Concorde Asset Management LLC’s holdings, making the stock its 21st largest holding. Concorde Asset Management LLC’s holdings in iShares S&P 500 Value ETF were worth $3,200,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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Several other institutional investors and hedge funds have also recently bought and sold shares of IVE. Brighton Jones LLC grew its stake in iShares S&P 500 Value ETF by 0.8% during the 4th quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after purchasing an additional 112 shares in the last quarter. Great Lakes Advisors LLC raised its holdings 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 valued at $83,000 after purchasing an additional 447 shares in the last quarter. Schnieders Capital Management LLC. acquired a new stake in shares of iShares S&P 500 Value ETF in the 2nd quarter valued at $550,000. Russell Investments Group Ltd. raised its holdings in shares of iShares S&P 500 Value ETF by 28.8% in the 2nd quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock valued at $416,000 after purchasing an additional 477 shares in the last quarter. Finally, First Trust Advisors LP raised its holdings in shares of iShares S&P 500 Value ETF by 2.8% in the 2nd quarter. First Trust Advisors LP now owns 26,527 shares of the company’s stock valued at $5,184,000 after purchasing an additional 731 shares in the last quarter.

## iShares S&P 500 Value ETF Trading Up 0.7%

Shares of IVE opened at $228.73 on Friday. iShares S&P 500 Value ETF has a twelve month low of $189.66 and a twelve month high of $229.53. The firm’s fifty day simple moving average is $222.71 and its 200-day simple moving average is $217.80. The firm has a market capitalization of $50.50 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82.

## 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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Want to see what other hedge funds are holding IVE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report).

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