Ellis Investment Partners LLC reduced its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 4.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,608 shares of the company’s stock after selling 237 shares during the period. Ellis Investment Partners LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $427,000 at the end of the most recent quarter.
A number of other large investors also recently made changes to their positions in the company. LPL Financial LLC lifted its position 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 valued at $1,274,990,000 after purchasing an additional 417,635 shares in the last quarter. Signaturefd LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 0.9% during the third quarter. Signaturefd LLC now owns 4,308,366 shares of the company’s stock valued at $411,406,000 after purchasing an additional 37,546 shares in the last quarter. Aspiriant LLC lifted its position 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 purchasing an additional 396,158 shares in the last quarter. Kestra Investment Management LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 53.2% during the third quarter. Kestra Investment Management LLC now owns 2,321,388 shares of the company’s stock valued at $221,669,000 after purchasing an additional 806,039 shares in the last quarter. Finally, Life Planning Partners Inc lifted its position in shares of iShares Core S&P U.S. Value ETF by 9,159.0% during the fourth quarter. Life Planning Partners Inc now owns 2,267,622 shares of the company’s stock valued at $209,959,000 after purchasing an additional 2,243,131 shares in the last quarter.
iShares Core S&P U.S. Value ETF Stock Performance
Shares of IUSV stock opened at $95.39 on Monday. The firm has a market cap of $20.11 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 52 week low of $85.14 and a 52 week high of $100.29. The firm’s 50-day simple moving average is $94.32 and its two-hundred day simple moving average is $94.76.
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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