HighMark Wealth Management LLC Has $54,000 Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

HighMark Wealth Management LLC lowered its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 96.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 282 shares of the company’s stock after selling 7,586 shares during the quarter. HighMark Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $54,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Chesapeake Wealth Management increased its position in shares of iShares S&P 500 Value ETF by 3.8% during the 3rd quarter. Chesapeake Wealth Management now owns 1,382 shares of the company’s stock valued at $272,000 after purchasing an additional 50 shares during the last quarter. West Coast Financial LLC lifted its stake in iShares S&P 500 Value ETF by 0.3% in the fourth quarter. West Coast Financial LLC now owns 16,432 shares of the company’s stock valued at $3,137,000 after purchasing an additional 53 shares during the last quarter. SWP Financial LLC grew its holdings in iShares S&P 500 Value ETF by 0.4% during the fourth quarter. SWP Financial LLC now owns 12,799 shares of the company’s stock valued at $2,443,000 after purchasing an additional 54 shares during the period. GDS Wealth Management increased its position in iShares S&P 500 Value ETF by 3.3% in the third quarter. GDS Wealth Management now owns 1,765 shares of the company’s stock worth $348,000 after buying an additional 56 shares during the last quarter. Finally, Roble Belko & Company Inc increased its position in iShares S&P 500 Value ETF by 0.5% in the fourth quarter. Roble Belko & Company Inc now owns 11,238 shares of the company’s stock worth $2,145,000 after buying an additional 57 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of IVE opened at $196.62 on Tuesday. iShares S&P 500 Value ETF has a fifty-two week low of $175.71 and a fifty-two week high of $206.63. The business has a 50-day moving average of $194.31 and a 200 day moving average of $195.50. The firm has a market cap of $35.22 billion, a P/E ratio of 23.79 and a beta of 0.81.

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.