Perigon Wealth Management LLC Increases Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Perigon Wealth Management LLC boosted its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 0.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 49,857 shares of the company’s stock after purchasing an additional 436 shares during the quarter. Perigon Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $4,668,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Sweeney & Michel LLC increased its stake in shares of iShares Core S&P U.S. Value ETF by 2.6% during the third quarter. Sweeney & Michel LLC now owns 4,946 shares of the company’s stock valued at $481,000 after buying an additional 127 shares during the period. SFG Wealth Management LLC. grew its holdings in iShares Core S&P U.S. Value ETF by 3.2% during the 4th quarter. SFG Wealth Management LLC. now owns 4,337 shares of the company’s stock worth $402,000 after acquiring an additional 133 shares in the last quarter. Sovereign Financial Group Inc. increased its position in iShares Core S&P U.S. Value ETF by 1.0% during the 4th quarter. Sovereign Financial Group Inc. now owns 15,462 shares of the company’s stock valued at $1,432,000 after purchasing an additional 150 shares during the period. New Century Financial Group LLC raised its holdings in shares of iShares Core S&P U.S. Value ETF by 5.4% in the 4th quarter. New Century Financial Group LLC now owns 3,190 shares of the company’s stock valued at $296,000 after purchasing an additional 162 shares in the last quarter. Finally, Silver Lake Advisory LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 0.8% in the 4th quarter. Silver Lake Advisory LLC now owns 22,711 shares of the company’s stock worth $2,103,000 after purchasing an additional 180 shares during the period.

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

NASDAQ IUSV opened at $95.90 on Wednesday. The company has a market cap of $20.35 billion, a PE ratio of 22.96 and a beta of 0.95. 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 firm’s 50 day moving average price is $95.29 and its 200-day moving average price is $94.41.

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

The business also recently declared a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were issued a $0.5456 dividend. The ex-dividend date 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.