Centricity Wealth Management LLC bought a new stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 25,061 shares of the company’s stock, valued at approximately $2,320,000. iShares Core S&P U.S. Value ETF comprises 2.2% of Centricity Wealth Management LLC’s investment portfolio, making the stock its 14th largest position.
A number of other hedge funds and other institutional investors have also modified their holdings of IUSV. Valued Wealth Advisors LLC boosted its holdings in shares of 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 acquired a new stake in iShares Core S&P U.S. Value ETF during the 3rd quarter valued at $32,000. Mogy Joel R Investment Counsel Inc. increased its position in iShares Core S&P U.S. Value ETF by 278.8% in the 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock valued at $35,000 after acquiring an additional 276 shares in the last quarter. Hager Investment Management Services LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF in the 4th quarter valued at $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 worth $40,000 after buying an additional 320 shares during the period.
iShares Core S&P U.S. Value ETF Stock Performance
Shares of NASDAQ:IUSV opened at $96.25 on Friday. The company has a market capitalization of $20.29 billion, a PE ratio of 22.14 and a beta of 0.95. The company has a 50 day moving average price of $94.23 and a two-hundred day moving average price of $94.85. iShares Core S&P U.S. Value ETF has a 52 week low of $85.17 and a 52 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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