Financial Advocates Investment Management lowered its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 9.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 134,068 shares of the company’s stock after selling 13,579 shares during the quarter. iShares Core S&P U.S. Value ETF makes up about 0.7% of Financial Advocates Investment Management’s investment portfolio, making the stock its 27th largest holding. Financial Advocates Investment Management owned approximately 0.06% of iShares Core S&P U.S. Value ETF worth $12,413,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. Sweeney & Michel LLC lifted its holdings in iShares Core S&P U.S. Value ETF by 2.6% in the third quarter. Sweeney & Michel LLC now owns 4,946 shares of the company’s stock worth $481,000 after buying an additional 127 shares during the period. SFG Wealth Management LLC. lifted its stake in shares of iShares Core S&P U.S. Value ETF by 3.2% in the 4th quarter. SFG Wealth Management LLC. now owns 4,337 shares of the company’s stock valued at $402,000 after purchasing an additional 133 shares during the period. Berry Wealth Group LP boosted its position in shares of iShares Core S&P U.S. Value ETF by 6.2% during the fourth quarter. Berry Wealth Group LP now owns 2,520 shares of the company’s stock valued at $233,000 after purchasing an additional 147 shares in the last quarter. Sovereign Financial Group Inc. boosted its position in shares of iShares Core S&P U.S. Value ETF by 1.0% during the fourth quarter. Sovereign Financial Group Inc. now owns 15,462 shares of the company’s stock valued at $1,432,000 after purchasing an additional 150 shares in the last quarter. Finally, New Century Financial Group LLC grew its stake in iShares Core S&P U.S. Value ETF by 5.4% in the fourth quarter. New Century Financial Group LLC now owns 3,190 shares of the company’s stock worth $296,000 after purchasing an additional 162 shares during the period.
iShares Core S&P U.S. Value ETF Trading Up 0.4 %
Shares of iShares Core S&P U.S. Value ETF stock opened at $95.35 on Thursday. iShares Core S&P U.S. Value ETF has a 12 month low of $83.74 and a 12 month high of $100.29. The firm has a market capitalization of $20.10 billion, a P/E ratio of 22.96 and a beta of 0.95. The business has a fifty day simple moving average of $94.87 and a two-hundred day simple moving average of $94.56.
iShares Core S&P U.S. Value ETF Cuts Dividend
iShares Core S&P U.S. Value ETF Company 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.
See Also
- Five stocks we like better than iShares Core S&P U.S. Value ETF
- Why Are Stock Sectors Important to Successful Investing?
- Powering Profits: Utility Stocks That Shine in Volatility
- Best Stocks Under $10.00
- Cirrus Logic Upgraded After Q3 Earnings Beat—More Gains Ahead?
- Options Trading – Understanding Strike Price
- RTX and Lockheed Martin: Buy 1 for Today and 1 for Tomorrow
Receive News & Ratings for iShares Core S&P U.S. Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P U.S. Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.