Defined Wealth Management LLC cut its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 0.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 60,561 shares of the company’s stock after selling 454 shares during the period. iShares Core S&P U.S. Value ETF makes up about 3.7% of Defined Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding. Defined Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $5,607,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently bought and sold shares of the company. RDA Financial Network boosted its position in shares of iShares Core S&P U.S. Value ETF by 0.9% during the fourth quarter. RDA Financial Network now owns 35,581 shares of the company’s stock valued at $3,294,000 after buying an additional 333 shares during the period. Certified Advisory Corp boosted its holdings in iShares Core S&P U.S. Value ETF by 0.8% during the 4th quarter. Certified Advisory Corp now owns 121,837 shares of the company’s stock valued at $11,281,000 after acquiring an additional 961 shares during the period. Presilium Private Wealth LLC grew its position in iShares Core S&P U.S. Value ETF by 0.7% in the 4th quarter. Presilium Private Wealth LLC now owns 35,793 shares of the company’s stock valued at $3,314,000 after acquiring an additional 245 shares during the last quarter. Park Avenue Securities LLC increased its stake in iShares Core S&P U.S. Value ETF by 68.9% in the fourth quarter. Park Avenue Securities LLC now owns 3,938 shares of the company’s stock worth $365,000 after purchasing an additional 1,606 shares during the period. Finally, SeaCrest Wealth Management LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 3.7% during the fourth quarter. SeaCrest Wealth Management LLC now owns 6,693 shares of the company’s stock worth $620,000 after purchasing an additional 239 shares during the last quarter.
iShares Core S&P U.S. Value ETF Trading Up 0.7 %
NASDAQ IUSV opened at $94.30 on Friday. The stock has a market cap of $20.21 billion, a PE ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 12 month low of $82.41 and a 12 month high of $100.29. The company’s 50-day moving average price is $95.59 and its 200-day moving average price is $93.99.
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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