iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Purchased by Modera Wealth Management LLC

by · The Markets Daily

Modera Wealth Management LLC raised its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 0.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 976,239 shares of the company’s stock after buying an additional 545 shares during the period. iShares Core S&P U.S. Value ETF comprises 1.2% of Modera Wealth Management LLC’s investment portfolio, making the stock its 19th largest position. Modera Wealth Management LLC owned 0.48% of iShares Core S&P U.S. Value ETF worth $93,221,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 0.6% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 475,826 shares of the company’s stock valued at $45,437,000 after acquiring an additional 3,007 shares in the last quarter. Heritage Oak Wealth Advisors LLC acquired a new position in shares of iShares Core S&P U.S. Value ETF during the third quarter worth about $2,589,000. Grey Fox Wealth Advisors LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF by 283.6% during the third quarter. Grey Fox Wealth Advisors LLC now owns 10,182 shares of the company’s stock worth $972,000 after purchasing an additional 7,528 shares in the last quarter. Private Advisor Group LLC grew its stake in shares of iShares Core S&P U.S. Value ETF by 1.1% in the third quarter. Private Advisor Group LLC now owns 285,021 shares of the company’s stock valued at $27,217,000 after buying an additional 3,141 shares in the last quarter. Finally, Symphony Financial Ltd. Co. raised its holdings in shares of iShares Core S&P U.S. Value ETF by 4.5% during the 3rd quarter. Symphony Financial Ltd. Co. now owns 112,291 shares of the company’s stock valued at $10,687,000 after buying an additional 4,827 shares during the period.

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

iShares Core S&P U.S. Value ETF stock opened at $95.08 on Friday. The firm has a market capitalization of $19.27 billion, a PE ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a one year low of $71.27 and a one year high of $97.33. The stock’s 50 day moving average price is $94.69 and its 200 day moving average price is $90.85.

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

The company also recently announced a dividend, which was paid on Monday, September 30th. Stockholders of record on Wednesday, September 25th were given a dividend of $0.5824 per share. This is a boost from iShares Core S&P U.S. Value ETF’s previous dividend of $0.44. The ex-dividend date was Wednesday, September 25th.

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

(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.

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