iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Sold by Patten Group Inc.

Posted by Emily Schoerning on Mar 4th, 2025

Patten Group Inc. cut its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 2.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,754 shares of the company’s stock after selling 321 shares during the period. Patten Group Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $1,088,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of IUSV. JPMorgan Chase & Co. boosted its stake in iShares Core S&P U.S. Value ETF by 13.3% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,862,473 shares of the company’s stock worth $177,848,000 after purchasing an additional 219,149 shares during the period. Janney Montgomery Scott LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF by 14.7% during the fourth quarter. Janney Montgomery Scott LLC now owns 69,220 shares of the company’s stock worth $6,409,000 after buying an additional 8,861 shares during the period. MB Generational Wealth LLC purchased a new position in shares of iShares Core S&P U.S. Value ETF during the third quarter worth about $208,000. Orion Portfolio Solutions LLC increased its position in iShares Core S&P U.S. Value ETF by 65.9% in the 3rd quarter. Orion Portfolio Solutions LLC now owns 8,820 shares of the company’s stock valued at $842,000 after acquiring an additional 3,504 shares during the period. Finally, Leavell Investment Management Inc. raised its stake in iShares Core S&P U.S. Value ETF by 50.1% during the 3rd quarter. Leavell Investment Management Inc. now owns 3,714 shares of the company’s stock valued at $355,000 after acquiring an additional 1,240 shares during the last quarter.

iShares Core S&P U.S. Value ETF Trading Down 0.9 %

iShares Core S&P U.S. Value ETF stock opened at $94.64 on Tuesday. The stock has a 50 day moving average of $94.37 and a two-hundred day moving average of $95.16. iShares Core S&P U.S. Value ETF has a twelve month low of $85.17 and a twelve month high of $100.29. The stock has a market capitalization of $19.95 billion, a price-to-earnings ratio of 22.14 and a beta of 0.95.

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

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

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.