Atlantic Edge Private Wealth Management LLC decreased its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 21.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,891 shares of the company’s stock after selling 2,390 shares during the quarter. Atlantic Edge Private Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $823,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also made changes to their positions in the business. Valued Wealth Advisors LLC raised its stake in shares of iShares Core S&P U.S. Value ETF by 891.2% in the 3rd 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 stake in shares of iShares Core S&P U.S. Value ETF in the 3rd quarter valued at about $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% during 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. Hager Investment Management Services LLC bought a new stake in shares of iShares Core S&P U.S. Value ETF during the 4th quarter valued at about $36,000. Finally, Global Wealth Strategies & Associates grew its position in shares of iShares Core S&P U.S. Value ETF by 293.6% during the 4th quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock valued at $40,000 after buying an additional 320 shares during the last quarter.
iShares Core S&P U.S. Value ETF Stock Up 0.5 %
Shares of NASDAQ:IUSV opened at $94.79 on Tuesday. iShares Core S&P U.S. Value ETF has a fifty-two week low of $83.74 and a fifty-two week high of $100.29. The firm has a 50-day simple moving average of $94.57 and a 200 day simple moving average of $94.67. The company has a market cap of $19.98 billion, a PE ratio of 22.96 and a beta of 0.95.
iShares Core S&P U.S. Value ETF Cuts Dividend
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.
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