Sovereign Financial Group Inc. Has $1.43 Million Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Sovereign Financial Group Inc. raised its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,462 shares of the company’s stock after buying an additional 150 shares during the quarter. Sovereign Financial Group Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $1,432,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Valued Wealth Advisors LLC increased its holdings in iShares Core S&P U.S. Value ETF by 891.2% in the 3rd 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 period. Capital Performance Advisors LLP acquired a new position in shares of iShares Core S&P U.S. Value ETF during the third quarter worth $32,000. Clarity Asset Management Inc. acquired a new stake in shares of iShares Core S&P U.S. Value ETF during the 2nd quarter valued at $35,000. Global Wealth Strategies & Associates boosted its holdings in shares of iShares Core S&P U.S. Value ETF by 293.6% during the 4th quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock valued at $40,000 after acquiring an additional 320 shares in the last quarter. Finally, Newbridge Financial Services Group Inc. grew its position in iShares Core S&P U.S. Value ETF by 133.0% during the 2nd quarter. Newbridge Financial Services Group Inc. now owns 522 shares of the company’s stock worth $46,000 after acquiring an additional 298 shares during the last quarter.

iShares Core S&P U.S. Value ETF Trading Up 0.5 %

Shares of IUSV stock opened at $92.43 on Wednesday. The business’s 50-day moving average price is $95.87 and its 200-day moving average price is $93.92. iShares Core S&P U.S. Value ETF has a 12 month low of $82.41 and a 12 month high of $100.29. The firm has a market capitalization of $19.84 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 business also recently disclosed a dividend, which was paid on Friday, December 20th. Investors 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 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.