Baker Tilly Wealth Management LLC Purchases New Shares in iShares Core S&P U.S. Value ETF $IUSV

Baker Tilly Wealth Management LLC purchased a new position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 7,648 shares of the company’s stock, valued at approximately $764,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Legacy Solutions LLC increased its stake in shares of iShares Core S&P U.S. Value ETF by 0.4% during the third quarter. Legacy Solutions LLC now owns 73,679 shares of the company’s stock worth $7,364,000 after purchasing an additional 271 shares in the last quarter. U.S. Capital Wealth Advisors LLC boosted its holdings in iShares Core S&P U.S. Value ETF by 1,714.0% in the 3rd quarter. U.S. Capital Wealth Advisors LLC now owns 47,018 shares of the company’s stock worth $4,699,000 after buying an additional 44,426 shares during the last quarter. Dynamic Advisor Solutions LLC increased its stake in iShares Core S&P U.S. Value ETF by 4.4% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 109,096 shares of the company’s stock worth $10,904,000 after buying an additional 4,586 shares in the last quarter. Long Run Wealth Advisors LLC purchased a new stake in iShares Core S&P U.S. Value ETF during the 3rd quarter worth approximately $207,000. Finally, Firethorn Wealth Partners LLC acquired a new position in shares of iShares Core S&P U.S. Value ETF during the third quarter valued at approximately $201,000.

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

NASDAQ IUSV opened at $102.60 on Friday. The stock’s 50 day simple moving average is $101.34 and its 200-day simple moving average is $98.28. The company has a market cap of $23.85 billion, a PE ratio of 20.41 and a beta of 0.90. iShares Core S&P U.S. Value ETF has a 1-year low of $80.14 and a 1-year high of $104.11.

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

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Tuesday, December 16th were issued a $0.5515 dividend. This represents a $2.21 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Tuesday, December 16th. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.47.

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.