Petix & Botte Co Acquires 420 Shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Petix & Botte Co grew its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 0.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 310,356 shares of the company’s stock after purchasing an additional 420 shares during the quarter. iShares Core S&P U.S. Value ETF makes up 7.7% of Petix & Botte Co’s portfolio, making the stock its 2nd largest holding. Petix & Botte Co’s holdings in iShares Core S&P U.S. Value ETF were worth $26,173,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in IUSV. Investment Advisory Group LLC raised its holdings in shares of iShares Core S&P U.S. Value ETF by 2.7% during the fourth quarter. Investment Advisory Group LLC now owns 4,680 shares of the company’s stock valued at $395,000 after buying an additional 122 shares during the last quarter. B. Riley Wealth Advisors Inc. increased its position in shares of iShares Core S&P U.S. Value ETF by 1.5% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 9,289 shares of the company’s stock valued at $697,000 after purchasing an additional 134 shares during the period. NewEdge Wealth LLC increased its position in shares of iShares Core S&P U.S. Value ETF by 5.7% during the 3rd quarter. NewEdge Wealth LLC now owns 2,792 shares of the company’s stock valued at $208,000 after purchasing an additional 150 shares during the period. Lauterbach Financial Advisors LLC raised its stake in shares of iShares Core S&P U.S. Value ETF by 5.3% in the 4th quarter. Lauterbach Financial Advisors LLC now owns 3,024 shares of the company’s stock worth $255,000 after buying an additional 151 shares in the last quarter. Finally, Hoxton Planning & Management LLC lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 2.5% in the third quarter. Hoxton Planning & Management LLC now owns 6,810 shares of the company’s stock valued at $508,000 after buying an additional 163 shares during the period.

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

NASDAQ IUSV traded up $0.56 on Monday, reaching $87.84. The company’s stock had a trading volume of 470,346 shares, compared to its average volume of 630,075. iShares Core S&P U.S. Value ETF has a twelve month low of $71.27 and a twelve month high of $90.64. The firm’s 50 day moving average is $87.87 and its two-hundred day moving average is $83.77. The stock has a market cap of $16.92 billion, a PE ratio of 22.53 and a beta of 0.95.

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

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Investors of record on Friday, March 22nd were paid a $0.4397 dividend. The ex-dividend date was Thursday, March 21st. This represents a $1.76 dividend on an annualized basis and a yield of 2.00%.

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.