iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Sold by Swmg LLC

Posted by Teresa Graham on Feb 1st, 2025

Swmg LLC decreased its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 24.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 4,131 shares of the company’s stock after selling 1,355 shares during the period. Swmg LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $392,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the company. Thrivent Financial for Lutherans boosted its position in iShares Core S&P U.S. Value ETF by 8.0% during the second quarter. Thrivent Financial for Lutherans now owns 9,361 shares of the company’s stock worth $825,000 after purchasing an additional 694 shares in the last quarter. NewEdge Advisors LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 4.7% during the 2nd quarter. NewEdge Advisors LLC now owns 29,731 shares of the company’s stock valued at $2,620,000 after buying an additional 1,331 shares in the last quarter. Newbridge Financial Services Group Inc. grew its stake in iShares Core S&P U.S. Value ETF by 133.0% in the 2nd quarter. Newbridge Financial Services Group Inc. now owns 522 shares of the company’s stock valued at $46,000 after acquiring an additional 298 shares during the period. Canandaigua National Bank & Trust Co. increased its holdings in iShares Core S&P U.S. Value ETF by 7.9% in the 3rd quarter. Canandaigua National Bank & Trust Co. now owns 698,370 shares of the company’s stock worth $66,687,000 after acquiring an additional 50,849 shares in the last quarter. Finally, Quent Capital LLC raised its position in iShares Core S&P U.S. Value ETF by 2.8% during the third quarter. Quent Capital LLC now owns 101,556 shares of the company’s stock worth $9,698,000 after acquiring an additional 2,769 shares during the period.

iShares Core S&P U.S. Value ETF Stock Down 0.5 %

IUSV opened at $95.35 on Friday. The firm’s fifty day simple moving average is $95.15 and its two-hundred day simple moving average is $94.46. 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 $20.21 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 declared a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were paid a $0.5456 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

About iShares Core S&P U.S. Value ETF

(Free Report)

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.