iShares S&P 500 Value ETF (IVE) Shares Bought by Global Retirement Partners LLC

Global Retirement Partners LLC increased its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 18.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 18,744 shares of the company’s stock after acquiring an additional 2,922 shares during the period. Global Retirement Partners LLC’s holdings in iShares S&P 500 Value ETF were worth $2,171,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IVE. Cornerstone Wealth Management LLC boosted its position in shares of iShares S&P 500 Value ETF by 14,879.1% in the second quarter. Cornerstone Wealth Management LLC now owns 1,348,714 shares of the company’s stock worth $12,257,000 after acquiring an additional 1,339,710 shares during the last quarter. Varma Mutual Pension Insurance Co boosted its position in shares of iShares S&P 500 Value ETF by 32.6% in the third quarter. Varma Mutual Pension Insurance Co now owns 4,208,061 shares of the company’s stock worth $485,824,000 after acquiring an additional 1,034,999 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in iShares S&P 500 Value ETF by 6.7% during the second quarter. Envestnet Asset Management Inc. now owns 5,511,426 shares of the company’s stock valued at $606,973,000 after buying an additional 345,218 shares in the last quarter. Sei Investments Co. lifted its position in iShares S&P 500 Value ETF by 21.7% during the second quarter. Sei Investments Co. now owns 1,601,592 shares of the company’s stock valued at $176,373,000 after buying an additional 285,237 shares in the last quarter. Finally, Epstein & White Financial LLC acquired a new position in iShares S&P 500 Value ETF during the second quarter valued at approximately $29,725,000.

IVE stock traded down $0.41 during midday trading on Wednesday, reaching $112.31. 34,130 shares of the company’s stock traded hands, compared to its average volume of 1,222,719. iShares S&P 500 Value ETF has a fifty-two week low of $105.81 and a fifty-two week high of $121.12.

The firm also recently declared a quarterly dividend, which was paid on Tuesday, October 2nd. Shareholders of record on Thursday, September 27th were given a dividend of $0.6828 per share. The ex-dividend date was Wednesday, September 26th. This represents a $2.73 dividend on an annualized basis and a yield of 2.43%.

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.

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

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