iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Purchased by Financial Partners Group Inc

Posted by Doug Wharley on Feb 3rd, 2025

Financial Partners Group Inc boosted its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 181.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 140,442 shares of the company’s stock after acquiring an additional 90,565 shares during the period. iShares Core S&P U.S. Value ETF comprises 1.9% of Financial Partners Group Inc’s investment portfolio, making the stock its 19th biggest holding. Financial Partners Group Inc’s holdings in iShares Core S&P U.S. Value ETF were worth $13,004,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Valued Wealth Advisors LLC boosted its holdings in iShares Core S&P U.S. Value ETF by 891.2% in the third quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock valued at $32,000 after purchasing an additional 303 shares in the last quarter. Capital Performance Advisors LLP acquired a new position in shares of iShares Core S&P U.S. Value ETF in the 3rd quarter valued at $32,000. Mogy Joel R Investment Counsel Inc. grew its position in shares of iShares Core S&P U.S. Value ETF by 278.8% in the 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock valued at $35,000 after buying an additional 276 shares during the last quarter. Global Wealth Strategies & Associates lifted its position in iShares Core S&P U.S. Value ETF by 293.6% in the fourth quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock valued at $40,000 after acquiring an additional 320 shares during the last quarter. Finally, Hoese & Co LLP acquired a new position in iShares Core S&P U.S. Value ETF in the fourth quarter valued at $41,000.

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

Shares of IUSV stock opened at $95.35 on Monday. iShares Core S&P U.S. Value ETF has a 1 year low of $83.74 and a 1 year high of $100.29. The firm has a market cap of $20.10 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95. The stock’s 50-day moving average is $95.15 and its two-hundred day moving average is $94.50.

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

The company also recently declared a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were given a dividend of $0.5456 per share. The ex-dividend date 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.