XML Financial LLC Increases Stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

XML Financial LLC increased its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 15.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,386 shares of the company’s stock after purchasing an additional 592 shares during the quarter. XML Financial LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $406,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Valued Wealth Advisors LLC grew its stake in shares of iShares Core S&P U.S. Value ETF by 891.2% during the third quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock valued at $32,000 after buying an additional 303 shares during the last quarter. Capital Performance Advisors LLP bought a new position in iShares Core S&P U.S. Value ETF during the 3rd quarter worth approximately $32,000. Clarity Asset Management Inc. purchased a new position in iShares Core S&P U.S. Value ETF in the 2nd quarter worth approximately $35,000. Mogy Joel R Investment Counsel Inc. lifted its position in iShares Core S&P U.S. Value ETF by 278.8% in the fourth quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock valued at $35,000 after purchasing an additional 276 shares during the last quarter. Finally, Global Wealth Strategies & Associates boosted its stake in shares of iShares Core S&P U.S. Value ETF by 293.6% during the fourth quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock valued at $40,000 after purchasing an additional 320 shares during the period.

iShares Core S&P U.S. Value ETF Stock Down 0.2 %

Shares of NASDAQ IUSV opened at $94.83 on Thursday. The firm’s fifty day moving average is $95.40 and its 200 day moving average is $94.18. iShares Core S&P U.S. Value ETF has a 52 week low of $83.74 and a 52 week high of $100.29. The company has a market cap of $20.25 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. Shareholders of record on Tuesday, December 17th were given a $0.5456 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

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.