iShares S&P 500 Value ETF $IVE is Lido Advisors LLC’s 9th Largest Position

Lido Advisors LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,862,991 shares of the company’s stock after purchasing an additional 74,655 shares during the period. iShares S&P 500 Value ETF makes up 1.2% of Lido Advisors LLC’s portfolio, making the stock its 9th biggest position. Lido Advisors LLC owned about 0.82% of iShares S&P 500 Value ETF worth $386,817,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Decker Retirement Planning Inc. purchased a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter worth $26,000. United Services Automobile Association purchased a new stake in shares of iShares S&P 500 Value ETF during the second quarter worth $26,000. Palisade Asset Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF during the third quarter worth $29,000. Ransom Advisory Ltd purchased a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter worth $31,000. Finally, Birchbrook Inc. purchased a new stake in shares of iShares S&P 500 Value ETF during the fourth quarter worth $31,000.

iShares S&P 500 Value ETF Trading Down 0.4%

Shares of NYSEARCA:IVE opened at $227.06 on Thursday. iShares S&P 500 Value ETF has a 1 year low of $189.34 and a 1 year high of $228.95. The business has a fifty day simple moving average of $220.33 and a 200 day simple moving average of $216.87. The firm has a market cap of $50.13 billion, a price-to-earnings ratio of 20.70 and a beta of 0.83.

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. 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.