Beam Wealth Advisors Inc. lifted its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 6.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 81,336 shares of the company’s stock after buying an additional 4,831 shares during the quarter. iShares Core S&P U.S. Value ETF makes up approximately 2.4% of Beam Wealth Advisors Inc.’s portfolio, making the stock its 7th biggest position. Beam Wealth Advisors Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $7,767,000 at the end of the most recent reporting period.
A number of other large investors have also recently made changes to their positions in IUSV. 1900 Wealth Management LLC increased its holdings in iShares Core S&P U.S. Value ETF by 159.5% in the third quarter. 1900 Wealth Management LLC now owns 42,999 shares of the company’s stock valued at $3,889,000 after buying an additional 26,426 shares during the last quarter. Colonial River Investments LLC purchased a new position in shares of iShares Core S&P U.S. Value ETF in the 3rd quarter valued at about $249,000. Axxcess Wealth Management LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF during the 3rd quarter worth about $249,000. Sigma Planning Corp lifted its stake in iShares Core S&P U.S. Value ETF by 3.3% during the third quarter. Sigma Planning Corp now owns 118,111 shares of the company’s stock worth $11,278,000 after purchasing an additional 3,803 shares during the last quarter. Finally, 17 Capital Partners LLC boosted its holdings in iShares Core S&P U.S. Value ETF by 5.7% in the third quarter. 17 Capital Partners LLC now owns 21,844 shares of the company’s stock valued at $2,086,000 after purchasing an additional 1,173 shares in the last quarter.
iShares Core S&P U.S. Value ETF Trading Up 0.7 %
IUSV stock opened at $97.99 on Monday. The stock has a market cap of $19.88 billion, a P/E ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a twelve month low of $75.34 and a twelve month high of $98.21. The company’s 50 day moving average is $95.12 and its two-hundred day moving average is $91.52.
iShares Core S&P U.S. Value ETF Increases Dividend
About iShares Core S&P U.S. Value ETF
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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