Wealth Management Partners LLC Cuts Stock Position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Posted by Charles Blunt on Jan 20th, 2025

Wealth Management Partners LLC cut its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 7.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,585 shares of the company’s stock after selling 3,031 shares during the period. iShares Core S&P U.S. Value ETF comprises about 1.6% of Wealth Management Partners LLC’s portfolio, making the stock its 14th biggest position. Wealth Management Partners LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $3,665,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in IUSV. Kestra Investment Management LLC purchased a new stake in shares of iShares Core S&P U.S. Value ETF during the second quarter worth approximately $133,548,000. Benjamin Edwards Inc. increased its stake in shares of iShares Core S&P U.S. Value ETF by 10,714.1% during the third quarter. Benjamin Edwards Inc. now owns 834,196 shares of the company’s stock worth $79,658,000 after buying an additional 826,482 shares during the period. LPL Financial LLC increased its stake in shares of iShares Core S&P U.S. Value ETF by 3.2% during the third quarter. LPL Financial LLC now owns 13,352,079 shares of the company’s stock worth $1,274,990,000 after buying an additional 417,635 shares during the period. Venturi Wealth Management LLC increased its stake in shares of iShares Core S&P U.S. Value ETF by 57.3% during the third quarter. Venturi Wealth Management LLC now owns 1,036,031 shares of the company’s stock worth $98,931,000 after buying an additional 377,456 shares during the period. Finally, Blue Trust Inc. increased its stake in shares of iShares Core S&P U.S. Value ETF by 6.7% during the third quarter. Blue Trust Inc. now owns 4,914,807 shares of the company’s stock worth $433,142,000 after buying an additional 309,675 shares during the period.

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

IUSV stock opened at $94.30 on Monday. The company’s 50 day moving average price is $95.59 and its 200 day moving average price is $94.08. iShares Core S&P U.S. Value ETF has a fifty-two week low of $82.41 and a fifty-two week high of $100.29. The firm has a market capitalization 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. Shareholders of record on Tuesday, December 17th were paid a $0.5456 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

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