Carl P. Sherr & Co. LLC increased its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1.3% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 134,509 shares of the company’s stock after purchasing an additional 1,696 shares during the period. iShares Core S&P U.S. Value ETF accounts for about 6.5% of Carl P. Sherr & Co. LLC’s investment portfolio, making the stock its 3rd biggest holding. Carl P. Sherr & Co. LLC owned about 0.06% of iShares Core S&P U.S. Value ETF worth $12,454,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently bought and sold shares of IUSV. Valued Wealth Advisors LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 891.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock worth $32,000 after buying an additional 303 shares during the last quarter. Capital Performance Advisors LLP acquired a new stake in iShares Core S&P U.S. Value ETF during the third quarter worth about $32,000. Mogy Joel R Investment Counsel Inc. lifted its holdings in iShares Core S&P U.S. Value ETF by 278.8% in the fourth quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock worth $35,000 after acquiring an additional 276 shares during the last quarter. Hager Investment Management Services LLC acquired a new position in iShares Core S&P U.S. Value ETF in the fourth quarter valued at approximately $36,000. Finally, Global Wealth Strategies & Associates grew its holdings in shares of iShares Core S&P U.S. Value ETF by 293.6% during the fourth quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock valued at $40,000 after purchasing an additional 320 shares during the last quarter.
iShares Core S&P U.S. Value ETF Trading Down 1.0 %
Shares of iShares Core S&P U.S. Value ETF stock opened at $95.27 on Friday. iShares Core S&P U.S. Value ETF has a twelve month low of $85.17 and a twelve month high of $100.29. The stock has a market capitalization of $20.08 billion, a price-to-earnings ratio of 22.14 and a beta of 0.95. The business’s 50 day simple moving average is $94.22 and its 200-day simple moving average is $94.90.
iShares Core S&P U.S. Value ETF Cuts Dividend
iShares Core S&P U.S. Value ETF Company Profile
The iShares Core S&P U.S. Value ETF (IUSV) is an exchange-traded fund that is based on the S&P 900 Value index. The fund tracks an index of large- and mid-cap value stocks in the US. The index selects from stocks ranked 1-3000 by market-cap based on 3 value factors. IUSV was launched on Jul 24, 2000 and is managed by BlackRock.
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