iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Bought by Perigon Wealth Management LLC

Perigon Wealth Management LLC raised its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 0.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 49,857 shares of the company’s stock after purchasing an additional 436 shares during the period. Perigon Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $4,668,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in IUSV. Kestra Investment Management LLC acquired a new position in iShares Core S&P U.S. Value ETF during the 2nd quarter valued at about $133,548,000. Benjamin Edwards Inc. raised its holdings in shares of iShares Core S&P U.S. Value ETF by 10,714.1% in the third quarter. Benjamin Edwards Inc. now owns 834,196 shares of the company’s stock worth $79,658,000 after buying an additional 826,482 shares during the last quarter. LPL Financial LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF by 3.2% during the third quarter. LPL Financial LLC now owns 13,352,079 shares of the company’s stock worth $1,274,990,000 after buying an additional 417,635 shares during the period. Aspiriant LLC grew its holdings in shares of iShares Core S&P U.S. Value ETF by 13.8% during the fourth quarter. Aspiriant LLC now owns 3,266,064 shares of the company’s stock valued at $302,405,000 after buying an additional 396,158 shares during the last quarter. Finally, Venturi Wealth Management LLC increased its position in shares of iShares Core S&P U.S. Value ETF by 57.3% in the 3rd quarter. Venturi Wealth Management LLC now owns 1,036,031 shares of the company’s stock valued at $98,931,000 after acquiring an additional 377,456 shares during the period.

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

Shares of IUSV stock opened at $95.90 on Wednesday. The business has a fifty day moving average of $95.29 and a 200 day moving average of $94.41. 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 firm has a market capitalization of $20.35 billion, a price-to-earnings ratio of 22.96 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. Stockholders of record on Tuesday, December 17th were paid a $0.5456 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

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.