Endowment Wealth Management Inc. increased its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 18.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 33,747 shares of the company’s stock after acquiring an additional 5,140 shares during the quarter. iShares Core S&P U.S. Value ETF comprises about 2.1% of Endowment Wealth Management Inc.’s holdings, making the stock its 11th biggest holding. Endowment Wealth Management Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $3,125,000 at the end of the most recent reporting period.
Several other hedge funds also recently bought and sold shares of IUSV. Inspire Advisors LLC raised its position in shares of iShares Core S&P U.S. Value ETF by 6.2% during the 4th quarter. Inspire Advisors LLC now owns 2,357 shares of the company’s stock valued at $218,000 after buying an additional 137 shares in the last quarter. Independent Advisor Alliance purchased a new stake in iShares Core S&P U.S. Value ETF during the fourth quarter valued at about $4,344,000. Coordinated Financial Services Inc. purchased a new position in shares of iShares Core S&P U.S. Value ETF in the fourth quarter worth about $663,000. PNC Financial Services Group Inc. lifted its stake in shares of iShares Core S&P U.S. Value ETF by 1.4% in the 4th quarter. PNC Financial Services Group Inc. now owns 571,215 shares of the company’s stock valued at $52,889,000 after acquiring an additional 7,975 shares during the last quarter. Finally, Bank Julius Baer & Co. Ltd Zurich boosted its holdings in iShares Core S&P U.S. Value ETF by 7.4% during the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 178,620 shares of the company’s stock valued at $18,251,000 after acquiring an additional 12,341 shares during the period.
iShares Core S&P U.S. Value ETF Stock Down 1.5 %
Shares of iShares Core S&P U.S. Value ETF stock opened at $92.63 on Tuesday. iShares Core S&P U.S. Value ETF has a 12-month low of $85.17 and a 12-month high of $100.29. The firm has a market cap of $19.53 billion, a PE ratio of 21.71 and a beta of 0.95. The company’s fifty day simple moving average is $94.38 and its two-hundred day simple moving average is $95.21.
iShares Core S&P U.S. Value ETF Cuts Dividend
iShares Core S&P U.S. Value ETF 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.
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