iShares Core S&P U.S. Value ETF $IUSV Shares Sold by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC decreased its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSVFree Report) by 25.7% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 14,387 shares of the company’s stock after selling 4,985 shares during the period. Axxcess Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $1,438,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of IUSV. Helen Stephens Group LLC grew its position in iShares Core S&P U.S. Value ETF by 3.9% during the 3rd quarter. Helen Stephens Group LLC now owns 2,717 shares of the company’s stock worth $272,000 after purchasing an additional 103 shares during the last quarter. Octavia Wealth Advisors LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF by 3.8% during the third quarter. Octavia Wealth Advisors LLC now owns 2,855 shares of the company’s stock worth $285,000 after buying an additional 104 shares during the period. Franklin Resources Inc. lifted its stake in shares of iShares Core S&P U.S. Value ETF by 26.0% during the second quarter. Franklin Resources Inc. now owns 523 shares of the company’s stock worth $49,000 after buying an additional 108 shares during the period. Uptick Partners LLC grew its holdings in shares of iShares Core S&P U.S. Value ETF by 0.7% during the third quarter. Uptick Partners LLC now owns 17,566 shares of the company’s stock valued at $1,756,000 after buying an additional 116 shares during the last quarter. Finally, Lido Advisors LLC increased its position in shares of iShares Core S&P U.S. Value ETF by 1.2% in the 2nd quarter. Lido Advisors LLC now owns 10,372 shares of the company’s stock valued at $982,000 after acquiring an additional 120 shares during the period.

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

Shares of IUSV opened at $107.18 on Friday. The stock has a 50-day moving average of $104.90 and a two-hundred day moving average of $101.58. The stock has a market cap of $24.74 billion, a P/E ratio of 20.41 and a beta of 0.90. iShares Core S&P U.S. Value ETF has a one year low of $80.14 and a one year high of $108.20.

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

The company also recently announced a quarterly dividend, which was paid on Friday, December 19th. Investors of record on Tuesday, December 16th were given a $0.5515 dividend. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.47. This represents a $2.21 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Tuesday, December 16th.

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

(Free Report)

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.

See Also

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

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