iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Sold by EP Wealth Advisors LLC

EP Wealth Advisors LLC trimmed its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSVGet Rating) by 4.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,322 shares of the company’s stock after selling 2,213 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $3,287,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of IUSV. LPL Financial LLC lifted its holdings in iShares Core S&P U.S. Value ETF by 3.8% during the 4th quarter. LPL Financial LLC now owns 10,982,765 shares of the company’s stock worth $838,424,000 after buying an additional 404,174 shares during the last quarter. Atria Wealth Solutions Inc. purchased a new stake in shares of iShares Core S&P U.S. Value ETF in the 1st quarter valued at about $21,883,000. Thrivent Financial for Lutherans lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 5.9% in the 4th quarter. Thrivent Financial for Lutherans now owns 4,919,657 shares of the company’s stock valued at $354,020,000 after purchasing an additional 272,481 shares during the last quarter. UBS Group AG lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 17.2% in the 1st quarter. UBS Group AG now owns 1,845,992 shares of the company’s stock valued at $140,055,000 after purchasing an additional 271,137 shares during the last quarter. Finally, Vantage Financial Partners LLC purchased a new stake in shares of iShares Core S&P U.S. Value ETF in the 4th quarter valued at about $19,503,000.

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

iShares Core S&P U.S. Value ETF stock opened at $69.08 on Thursday. The stock has a 50-day simple moving average of $69.95 and a 200-day simple moving average of $71.51. iShares Core S&P U.S. Value ETF has a fifty-two week low of $64.35 and a fifty-two week high of $78.18.

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Institutional Ownership by Quarter for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

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