Concurrent Investment Advisors LLC boosted its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 4.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 117,279 shares of the company’s stock after acquiring an additional 4,757 shares during the period. Concurrent Investment Advisors LLC owned 0.06% of iShares Core S&P U.S. Value ETF worth $10,859,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also added to or reduced their stakes in IUSV. Valued Wealth Advisors LLC increased its position in iShares Core S&P U.S. Value ETF by 891.2% during the 3rd quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock worth $32,000 after buying an additional 303 shares during the period. Capital Performance Advisors LLP bought a new position in iShares Core S&P U.S. Value ETF during the 3rd quarter worth $32,000. Mogy Joel R Investment Counsel Inc. increased its position in 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 worth $35,000 after buying an additional 276 shares during the period. Hager Investment Management Services LLC bought a new position in iShares Core S&P U.S. Value ETF during the 4th quarter worth $36,000. Finally, Global Wealth Strategies & Associates increased its position in 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 worth $40,000 after buying an additional 320 shares during the period.
iShares Core S&P U.S. Value ETF Price Performance
IUSV stock opened at $96.32 on Thursday. The stock has a market capitalization of $20.38 billion, a price-to-earnings ratio of 22.14 and a beta of 0.96. The business’s fifty day moving average price is $94.24 and its two-hundred day moving average price is $94.84. iShares Core S&P U.S. Value ETF has a fifty-two week low of $85.17 and a fifty-two week high of $100.29.
iShares Core S&P U.S. Value ETF Cuts 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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