Carlton Hofferkamp & Jenks Wealth Management LLC lifted its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,202 shares of the company’s stock after purchasing an additional 195 shares during the quarter. Carlton Hofferkamp & Jenks Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $1,621,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also added to or reduced their stakes in the stock. Valued Wealth Advisors LLC lifted its stake in iShares Core S&P U.S. Value ETF by 891.2% during the 3rd quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock valued at $32,000 after acquiring an additional 303 shares during the period. Capital Performance Advisors LLP bought a new position in iShares Core S&P U.S. Value ETF in the third quarter worth approximately $32,000. Clarity Asset Management Inc. bought a new stake in shares of iShares Core S&P U.S. Value ETF during the 2nd quarter valued at $35,000. Newbridge Financial Services Group Inc. raised its holdings in iShares Core S&P U.S. Value ETF by 133.0% in the 2nd quarter. Newbridge Financial Services Group Inc. now owns 522 shares of the company’s stock worth $46,000 after purchasing an additional 298 shares during the period. Finally, Gradient Investments LLC grew its holdings in iShares Core S&P U.S. Value ETF by 1,550.0% during the second quarter. Gradient Investments LLC now owns 528 shares of the company’s stock valued at $47,000 after purchasing an additional 496 shares during the period.
iShares Core S&P U.S. Value ETF Trading Down 0.8 %
iShares Core S&P U.S. Value ETF stock opened at $97.55 on Wednesday. The firm has a 50 day moving average of $95.26 and a 200 day moving average of $91.67. The firm has a market capitalization of $19.79 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 12-month low of $76.07 and a 12-month high of $98.84.
iShares Core S&P U.S. Value ETF Increases 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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