Tilson Financial Group Inc. Takes Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Tilson Financial Group Inc. bought a new position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 19,095 shares of the company’s stock, valued at approximately $3,475,000. iShares S&P 500 Value ETF makes up about 1.7% of Tilson Financial Group Inc.’s investment portfolio, making the stock its 18th largest holding.

Other large investors have also recently bought and sold shares of the company. International Assets Investment Management LLC boosted its position in shares of iShares S&P 500 Value ETF by 18,046.1% during the 3rd quarter. International Assets Investment Management LLC now owns 1,333,560 shares of the company’s stock worth $262,938,000 after acquiring an additional 1,326,211 shares in the last quarter. Cetera Investment Advisers boosted its holdings in shares of iShares S&P 500 Value ETF by 905.6% in the 1st quarter. Cetera Investment Advisers now owns 1,410,516 shares of the company’s stock valued at $263,498,000 after buying an additional 1,270,256 shares in the last quarter. Envestnet Portfolio Solutions Inc. grew its position in shares of iShares S&P 500 Value ETF by 503.8% in the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 1,377,642 shares of the company’s stock valued at $257,357,000 after buying an additional 1,149,497 shares during the last quarter. JPMorgan Chase & Co. grew its position in shares of iShares S&P 500 Value ETF by 5.1% in the 1st quarter. JPMorgan Chase & Co. now owns 17,776,089 shares of the company’s stock valued at $3,320,751,000 after buying an additional 861,704 shares during the last quarter. Finally, Janney Montgomery Scott LLC raised its stake in iShares S&P 500 Value ETF by 314.9% during the 1st quarter. Janney Montgomery Scott LLC now owns 626,981 shares of the company’s stock worth $117,126,000 after acquiring an additional 475,860 shares in the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA IVE opened at $195.91 on Thursday. iShares S&P 500 Value ETF has a 1 year low of $149.61 and a 1 year high of $201.08. The company has a market capitalization of $35.10 billion, a PE ratio of 23.79 and a beta of 0.81. The company has a fifty day moving average of $195.96 and a two-hundred day moving average of $188.06.

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.