Daymark Wealth Partners LLC Lowers Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Daymark Wealth Partners LLC reduced its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,145 shares of the company’s stock after selling 267 shares during the quarter. Daymark Wealth Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $6,889,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Brighton Jones LLC lifted its holdings in shares of 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 acquiring an additional 112 shares during the last quarter. Yousif Capital Management LLC raised its position in iShares S&P 500 Value ETF by 274.4% during the fourth quarter. Yousif Capital Management LLC now owns 7,777 shares of the company’s stock valued at $1,484,000 after purchasing an additional 5,700 shares in the last quarter. Appleton Partners Inc. MA raised its position in iShares S&P 500 Value ETF by 70.7% during the fourth quarter. Appleton Partners Inc. MA now owns 2,190 shares of the company’s stock valued at $418,000 after purchasing an additional 907 shares in the last quarter. Moloney Securities Asset Management LLC lifted its stake in iShares S&P 500 Value ETF by 1,062.6% during the fourth quarter. Moloney Securities Asset Management LLC now owns 34,447 shares of the company’s stock worth $6,575,000 after purchasing an additional 31,484 shares during the last quarter. Finally, Empowered Funds LLC purchased a new position in shares of iShares S&P 500 Value ETF in the 4th quarter worth about $133,000.

iShares S&P 500 Value ETF Trading Up 0.8%

IVE opened at $191.34 on Monday. The stock has a market capitalization of $38.17 billion, a P/E ratio of 20.88 and a beta of 0.89. The stock has a 50-day moving average price of $183.77 and a 200-day moving average price of $191.02. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $206.63.

iShares S&P 500 Value ETF 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.