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

Posted by Phillip Gast on Nov 6th, 2024

Crestwood Advisors Group LLC decreased its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 20,111 shares of the company’s stock after selling 381 shares during the quarter. Crestwood Advisors Group LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $1,920,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Valued Wealth Advisors LLC lifted its holdings in iShares Core S&P U.S. Value ETF by 891.2% in the third quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock valued at $32,000 after acquiring an additional 303 shares during the last quarter. Clarity Asset Management Inc. acquired a new position in iShares Core S&P U.S. Value ETF during the second quarter worth $35,000. Newbridge Financial Services Group Inc. grew its holdings in shares of iShares Core S&P U.S. Value ETF by 133.0% in the second quarter. Newbridge Financial Services Group Inc. now owns 522 shares of the company’s stock valued at $46,000 after purchasing an additional 298 shares in the last quarter. Gradient Investments LLC grew its stake in shares of iShares Core S&P U.S. Value ETF by 1,550.0% in the second quarter. Gradient Investments LLC now owns 528 shares of the company’s stock worth $47,000 after acquiring an additional 496 shares in the last quarter. Finally, Family Firm Inc. acquired a new stake in shares of iShares Core S&P U.S. Value ETF in the second quarter valued at $48,000.

iShares Core S&P U.S. Value ETF Stock Up 1.0 %

Shares of NASDAQ:IUSV opened at $95.16 on Wednesday. iShares Core S&P U.S. Value ETF has a fifty-two week low of $75.34 and a fifty-two week high of $97.33. The stock has a market cap of $19.31 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95. The firm’s 50 day moving average price is $94.93 and its 200 day moving average price is $91.30.

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

The company also recently disclosed a dividend, which was paid on Monday, September 30th. Stockholders of record on Wednesday, September 25th were given a dividend of $0.5824 per share. This is a boost from iShares Core S&P U.S. Value ETF’s previous dividend of $0.44. The ex-dividend date of this dividend was Wednesday, September 25th.

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.