Waverly Advisors LLC Acquires 1,078 Shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Waverly Advisors LLC raised its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 9.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,641 shares of the company’s stock after acquiring an additional 1,078 shares during the quarter. Waverly Advisors LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $1,143,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the stock. Manhattan West Asset Management LLC purchased a new position in shares of iShares Core S&P U.S. Value ETF in the first quarter valued at $218,000. Kestra Advisory Services LLC increased its holdings in shares of iShares Core S&P U.S. Value ETF by 125.1% in the first quarter. Kestra Advisory Services LLC now owns 220,297 shares of the company’s stock worth $19,924,000 after purchasing an additional 122,447 shares during the period. LRI Investments LLC purchased a new stake in shares of iShares Core S&P U.S. Value ETF in the first quarter worth $330,000. Vident Advisory LLC boosted its stake in iShares Core S&P U.S. Value ETF by 4.7% during the first quarter. Vident Advisory LLC now owns 223,904 shares of the company’s stock valued at $20,251,000 after buying an additional 9,974 shares during the period. Finally, O Shaughnessy Asset Management LLC increased its stake in iShares Core S&P U.S. Value ETF by 33.1% in the 1st quarter. O Shaughnessy Asset Management LLC now owns 6,039 shares of the company’s stock worth $546,000 after acquiring an additional 1,501 shares during the last quarter.

iShares Core S&P U.S. Value ETF Price Performance

Shares of IUSV opened at $92.60 on Wednesday. iShares Core S&P U.S. Value ETF has a 1-year low of $71.27 and a 1-year high of $92.71. The company has a market capitalization of $18.37 billion, a P/E ratio of 22.96 and a beta of 0.95. The firm’s 50 day simple moving average is $89.01 and its 200 day simple moving average is $87.74.

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

The company also recently announced a quarterly dividend, which was paid on Monday, June 17th. Investors of record on Tuesday, June 11th were paid a $0.4205 dividend. The ex-dividend date of this dividend was Tuesday, June 11th. This represents a $1.68 dividend on an annualized basis and a yield of 1.82%.

About iShares Core S&P U.S. Value ETF

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.