Assetmark Inc. Buys 124 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Assetmark Inc. lifted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 16.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 857 shares of the company’s stock after buying an additional 124 shares during the quarter. Assetmark Inc.’s holdings in iShares S&P 500 Value ETF were worth $169,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. CGN Advisors LLC grew its position in shares of iShares S&P 500 Value ETF by 3.0% in the 2nd quarter. CGN Advisors LLC now owns 1,860 shares of the company’s stock worth $339,000 after buying an additional 55 shares during the period. Capital Square LLC grew its position in shares of iShares S&P 500 Value ETF by 1.3% in the 2nd quarter. Capital Square LLC now owns 4,339 shares of the company’s stock worth $816,000 after buying an additional 55 shares during the period. HighMark Wealth Management LLC grew its position in iShares S&P 500 Value ETF by 0.7% during the 2nd quarter. HighMark Wealth Management LLC now owns 8,208 shares of the company’s stock valued at $1,494,000 after purchasing an additional 56 shares during the last quarter. Jaffetilchin Investment Partners LLC grew its position in iShares S&P 500 Value ETF by 0.8% during the 2nd quarter. Jaffetilchin Investment Partners LLC now owns 7,025 shares of the company’s stock valued at $1,279,000 after purchasing an additional 57 shares during the last quarter. Finally, WR Wealth Planners LLC grew its position in iShares S&P 500 Value ETF by 1.5% during the 2nd quarter. WR Wealth Planners LLC now owns 3,846 shares of the company’s stock valued at $700,000 after purchasing an additional 57 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE stock opened at $199.51 on Monday. iShares S&P 500 Value ETF has a one year low of $161.43 and a one year high of $203.67. The company’s 50-day moving average is $197.20 and its 200 day moving average is $189.74. The company has a market capitalization of $35.74 billion, a price-to-earnings ratio of 23.79 and a beta of 0.81.

About iShares S&P 500 Value ETF

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.