Geneos Wealth Management Inc. trimmed its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 6.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 20,872 shares of the company’s stock after selling 1,364 shares during the period. Geneos Wealth Management Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $1,933,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Valued Wealth Advisors LLC lifted its holdings in shares of 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 buying an additional 303 shares during the period. Capital Performance Advisors LLP bought a new position in shares of iShares Core S&P U.S. Value ETF during the 3rd quarter valued at about $32,000. Mogy Joel R Investment Counsel Inc. grew its stake in shares of iShares Core S&P U.S. Value ETF by 278.8% in the 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock worth $35,000 after purchasing an additional 276 shares during the last quarter. Global Wealth Strategies & Associates raised its holdings in shares of iShares Core S&P U.S. Value ETF by 293.6% in the 4th quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock worth $40,000 after purchasing an additional 320 shares in the last quarter. Finally, Hoese & Co LLP acquired a new stake in iShares Core S&P U.S. Value ETF during the fourth quarter valued at approximately $41,000.
iShares Core S&P U.S. Value ETF Stock Performance
Shares of NASDAQ:IUSV opened at $95.25 on Monday. The stock has a market capitalization of $20.22 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 1-year low of $83.74 and a 1-year high of $100.29. The company has a 50 day moving average price of $95.33 and a 200 day moving average price of $94.32.
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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