iShares S&P 500 Value ETF (IVE) Shares Bought by Lido Advisors LLC

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Lido Advisors LLC boosted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 30.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 306,773 shares of the company’s stock after acquiring an additional 71,853 shares during the quarter. iShares S&P 500 Value ETF accounts for approximately 5.1% of Lido Advisors LLC’s portfolio, making the stock its 2nd largest holding. Lido Advisors LLC owned about 0.24% of iShares S&P 500 Value ETF worth $33,785,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Cornerstone Wealth Management LLC grew its stake in shares of iShares S&P 500 Value ETF by 14,879.1% during the second quarter. Cornerstone Wealth Management LLC now owns 1,348,714 shares of the company’s stock valued at $12,257,000 after buying an additional 1,339,710 shares during the last quarter. Jones Financial Companies Lllp grew its stake in shares of iShares S&P 500 Value ETF by 15.8% during the first quarter. Jones Financial Companies Lllp now owns 8,988,059 shares of the company’s stock valued at $982,755,000 after buying an additional 1,226,421 shares during the last quarter. LPL Financial LLC grew its stake in shares of iShares S&P 500 Value ETF by 40.7% during the first quarter. LPL Financial LLC now owns 2,380,469 shares of the company’s stock valued at $260,280,000 after buying an additional 688,282 shares during the last quarter. Stifel Financial Corp grew its stake in shares of iShares S&P 500 Value ETF by 23.1% during the first quarter. Stifel Financial Corp now owns 2,349,016 shares of the company’s stock valued at $256,922,000 after buying an additional 440,214 shares during the last quarter. Finally, Envestnet Asset Management Inc. grew its stake in shares of 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 during the last quarter.

Shares of NYSEARCA:IVE opened at $116.10 on Friday. iShares S&P 500 Value ETF has a 12-month low of $104.29 and a 12-month high of $121.12.

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.

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

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