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Florin Court Capital LLP increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 211.5% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 19,000 shares of the company's stock after buying an additional 12,900 shares
Fortis Capital Advisors LLC purchased a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 4,493 shares of the company's stock, valued at approximately $928,000. A number of other institutional investors
Belpointe Asset Management LLC lifted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 28.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 21,785 shares of the company's stock after purchasing an additional 4,807 shares during the period.
Detalus Advisors LLC boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 84,033 shares of the company's stock after purchasing an additional 2,909 shares during the quarter. iShares S&P
BIP Wealth LLC raised its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 185.4% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,001 shares of the company's stock after purchasing an additional 3,898 shares during the
BlackRock reported earnings this week, sharing a major milestone. The financial giant shared in its call that it had reached and surpassed $14 trillion in assets for the first time.
Blalock Williams LLC purchased a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 14,291 shares of the company's stock, valued at approximately $2,951,000. iShares S&P 500 Value ETF makes
CX Institutional lowered its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 312,968 shares of the company's stock after selling 15,603 shares during the period.
Encompass Wealth Advisors LLC lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 1.9% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 170,493 shares of the company's stock after buying an additional 3,113 shares during the period.
Leslie Global Wealth LLC trimmed its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 58.7% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,220 shares of the company's stock after selling 14,500 shares during the period. iShares S&P 500 Value ETF
Current market valuations are near dot-com bubble highs, especially in AI leaders, where the P/S are just extreme. The fact that we have entered 2026 with an active 3-year bull run does not help either. However, we have to be also mindful of the risk that comes with such a thinking - i.e., the risk of incurring painful opportunity cost.
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors boosted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 11.5% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 113,889 shares of the company's stock after purchasing an
Calamos Wealth Management LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 577,104 shares of the company's stock after acquiring an additional 21,523 shares during
Diversified Trust Co raised its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 42.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 26,558 shares of the company's stock after acquiring an additional 7,860
Curbstone Financial Management Corp acquired a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) in the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 2,732 shares of the company's stock, valued at approximately $564,000. A number of other hedge funds and other
Brookstone Capital Management raised its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 8.6% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 107,094 shares of the company's stock after buying an additional 8,498 shares during the quarter.
Cliftonlarsonallen Wealth Advisors LLC lessened its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 479,321 shares of the company's stock after selling 24,782 shares during the quarter. iShares
Launched on May 22, 2000, the iShares S&P 500 Value ETF (IVE) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
I initiate a buy rating on iShares S&P 500 Value ETF, citing strong 2026 earnings growth and favorable market conditions. IVE's 27% tech sector allocation, alongside robust financials, health care, and industrials forecasts, positions the ETF for amplified returns. IVE offers a 1.63% yield, 24-year dividend growth streak, low 0.18% expense ratio, and trades at a discount to the S&P 500.
The iShares S&P 500 Value ETF provides exposure to the large-cap segment of the US equity market with a value bias. The current macro regime points to risks for the broad market and general growth strategies that don't confine exposure to large caps. IVE is positioned to outperform in the near term as its value bias, married with the large-cap focus, which preserves the tech exposure elevated, can hedge some risks better.