Annex Advisory Services LLC Takes Position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Annex Advisory Services LLC bought a new stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 6,067 shares of the company’s stock, valued at approximately $562,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Kestra Investment Management LLC acquired a new position in iShares Core S&P U.S. Value ETF in the 2nd quarter valued at about $133,548,000. Benjamin Edwards Inc. grew its stake in iShares Core S&P U.S. Value ETF by 10,714.1% in the 3rd quarter. Benjamin Edwards Inc. now owns 834,196 shares of the company’s stock valued at $79,658,000 after buying an additional 826,482 shares during the last quarter. LPL Financial LLC grew its stake in iShares Core S&P U.S. Value ETF by 3.2% in the 3rd quarter. LPL Financial LLC now owns 13,352,079 shares of the company’s stock valued at $1,274,990,000 after buying an additional 417,635 shares during the last quarter. Venturi Wealth Management LLC grew its stake in iShares Core S&P U.S. Value ETF by 57.3% in the 3rd quarter. Venturi Wealth Management LLC now owns 1,036,031 shares of the company’s stock valued at $98,931,000 after buying an additional 377,456 shares during the last quarter. Finally, Blue Trust Inc. grew its stake in iShares Core S&P U.S. Value ETF by 6.7% in the 3rd quarter. Blue Trust Inc. now owns 4,914,807 shares of the company’s stock valued at $433,142,000 after buying an additional 309,675 shares during the last quarter.

iShares Core S&P U.S. Value ETF Stock Performance

Shares of IUSV opened at $94.30 on Tuesday. iShares Core S&P U.S. Value ETF has a 52 week low of $82.41 and a 52 week high of $100.29. The firm has a market cap of $20.21 billion, a P/E ratio of 22.96 and a beta of 0.95. The firm’s 50-day simple moving average is $95.51 and its 200 day simple moving average is $94.12.

iShares Core S&P U.S. Value ETF Cuts Dividend

The business also recently declared a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were paid a $0.5456 dividend. The ex-dividend date was Tuesday, December 17th.

iShares Core S&P U.S. Value ETF 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.