Synergy Investment Management LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 108,993 shares of the company’s stock, valued at approximately $10,092,000. iShares Core S&P U.S. Value ETF comprises approximately 4.3% of Synergy Investment Management LLC’s holdings, making the stock its 4th biggest position. Synergy Investment Management LLC owned 0.05% of iShares Core S&P U.S. Value ETF at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently made changes to their positions in IUSV. Life Planning Partners Inc raised its position in iShares Core S&P U.S. Value ETF by 9,159.0% in the 4th quarter. Life Planning Partners Inc now owns 2,267,622 shares of the company’s stock valued at $209,959,000 after buying an additional 2,243,131 shares during the last quarter. Benjamin Edwards Inc. raised its holdings in shares of iShares Core S&P U.S. Value ETF by 10,714.1% in the third quarter. Benjamin Edwards Inc. now owns 834,196 shares of the company’s stock valued at $79,658,000 after purchasing an additional 826,482 shares during the last quarter. Kestra Investment Management LLC raised its holdings in shares of iShares Core S&P U.S. Value ETF by 53.2% in the third quarter. Kestra Investment Management LLC now owns 2,321,388 shares of the company’s stock valued at $221,669,000 after purchasing an additional 806,039 shares during the last quarter. Jones Financial Companies Lllp lifted its position in shares of iShares Core S&P U.S. Value ETF by 10.9% during the fourth quarter. Jones Financial Companies Lllp now owns 4,306,885 shares of the company’s stock valued at $398,774,000 after purchasing an additional 422,706 shares in the last quarter. Finally, LPL Financial LLC boosted its holdings in iShares Core S&P U.S. Value ETF by 3.2% during the third quarter. LPL Financial LLC now owns 13,352,079 shares of the company’s stock worth $1,274,990,000 after purchasing an additional 417,635 shares during the last quarter.
iShares Core S&P U.S. Value ETF Stock Performance
Shares of IUSV stock opened at $94.64 on Tuesday. The company has a market capitalization of $19.95 billion, a price-to-earnings ratio of 22.14 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 52-week low of $85.17 and a 52-week high of $100.29. The company has a 50-day simple moving average of $94.37 and a two-hundred day simple moving average of $95.16.
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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