Ellis Investment Partners LLC trimmed its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 4.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,608 shares of the company’s stock after selling 237 shares during the quarter. Ellis Investment Partners LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $427,000 as of its most recent SEC filing.
A number of other large investors have also bought and sold shares of the stock. Tanglewood Legacy Advisors LLC grew its holdings in iShares Core S&P U.S. Value ETF by 3.7% in the fourth quarter. Tanglewood Legacy Advisors LLC now owns 576,116 shares of the company’s stock worth $53,343,000 after purchasing an additional 20,441 shares during the period. Roxbury Financial LLC acquired a new stake in iShares Core S&P U.S. Value ETF in the fourth quarter worth $296,000. Family Capital Management Inc. grew its holdings in iShares Core S&P U.S. Value ETF by 15.6% in the fourth quarter. Family Capital Management Inc. now owns 32,962 shares of the company’s stock worth $3,052,000 after purchasing an additional 4,443 shares during the period. Life Planning Partners Inc lifted its stake in shares of iShares Core S&P U.S. Value ETF by 9,159.0% in the fourth quarter. Life Planning Partners Inc now owns 2,267,622 shares of the company’s stock valued at $209,959,000 after buying an additional 2,243,131 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF by 1.5% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 515,658 shares of the company’s stock valued at $47,745,000 after buying an additional 7,840 shares in the last quarter.
iShares Core S&P U.S. Value ETF Trading Down 0.2 %
iShares Core S&P U.S. Value ETF stock opened at $95.39 on Monday. iShares Core S&P U.S. Value ETF has a 1-year low of $85.14 and a 1-year high of $100.29. The firm has a market capitalization of $20.11 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95. The firm’s fifty day moving average price is $94.32 and its two-hundred day moving average price 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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