Tobias Financial Advisors Inc. Invests $3.03 Million in iShares Core S&P U.S. Value ETF $IUSV

Tobias Financial Advisors Inc. acquired a new stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 32,038 shares of the company’s stock, valued at approximately $3,032,000.

A number of other institutional investors have also added to or reduced their stakes in IUSV. Berry Wealth Group LP lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 14.7% during the 2nd quarter. Berry Wealth Group LP now owns 4,108 shares of the company’s stock worth $389,000 after acquiring an additional 526 shares during the period. Northwestern Mutual Wealth Management Co. lifted its stake in iShares Core S&P U.S. Value ETF by 4.2% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 365,071 shares of the company’s stock worth $34,547,000 after purchasing an additional 14,727 shares during the period. Elevation Point Wealth Partners LLC acquired a new stake in iShares Core S&P U.S. Value ETF during the second quarter valued at approximately $26,000. J.W. Cole Advisors Inc. acquired a new stake in iShares Core S&P U.S. Value ETF during the second quarter valued at approximately $583,000. Finally, Richmond Investment Services LLC bought a new stake in shares of iShares Core S&P U.S. Value ETF in the 2nd quarter valued at approximately $533,000.

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

Shares of NASDAQ IUSV opened at $102.75 on Friday. iShares Core S&P U.S. Value ETF has a 52-week low of $80.14 and a 52-week high of $102.80. The business has a fifty day moving average of $100.48 and a two-hundred day moving average of $97.17. The stock has a market cap of $23.88 billion, a PE ratio of 20.41 and a beta of 0.90.

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

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 19th. Shareholders of record on Tuesday, September 16th were issued a dividend of $0.4714 per share. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $1.89 dividend on an annualized basis and a yield of 1.8%. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.43.

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.