iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Sold by Strategies Wealth Advisors LLC

Posted by Jay Halladay on Apr 14th, 2025

Strategies Wealth Advisors LLC cut its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 166,758 shares of the company’s stock after selling 2,891 shares during the period. iShares Core S&P U.S. Value ETF comprises approximately 2.0% of Strategies Wealth Advisors LLC’s holdings, making the stock its 10th largest holding. Strategies Wealth Advisors LLC owned approximately 0.08% of iShares Core S&P U.S. Value ETF worth $15,807,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Mariner LLC boosted its position in iShares Core S&P U.S. Value ETF by 7.1% in the fourth quarter. Mariner LLC now owns 82,684 shares of the company’s stock valued at $7,656,000 after buying an additional 5,465 shares in the last quarter. Peninsula Wealth LLC increased its holdings in iShares Core S&P U.S. Value ETF by 19.5% during the 4th quarter. Peninsula Wealth LLC now owns 12,476 shares of the company’s stock valued at $1,155,000 after purchasing an additional 2,033 shares in the last quarter. Elm Partners Management LLC raised its position in iShares Core S&P U.S. Value ETF by 15.4% in the 4th quarter. Elm Partners Management LLC now owns 59,101 shares of the company’s stock valued at $5,472,000 after purchasing an additional 7,883 shares during the last quarter. Sagespring Wealth Partners LLC bought a new stake in shares of iShares Core S&P U.S. Value ETF during the fourth quarter worth $326,000. Finally, Townsquare Capital LLC increased its holdings in shares of iShares Core S&P U.S. Value ETF by 23.7% in the fourth quarter. Townsquare Capital LLC now owns 5,894 shares of the company’s stock valued at $546,000 after purchasing an additional 1,128 shares in the last quarter.

iShares Core S&P U.S. Value ETF Trading Up 1.5 %

Shares of NASDAQ IUSV opened at $86.27 on Monday. The firm’s 50-day moving average is $92.12 and its 200-day moving average is $94.37. iShares Core S&P U.S. Value ETF has a 1 year low of $80.14 and a 1 year high of $100.29. The firm has a market capitalization of $19.02 billion, a PE ratio of 19.95 and a beta of 0.95.

iShares Core S&P U.S. Value ETF Cuts Dividend

The firm also recently disclosed a dividend, which was paid on Friday, March 21st. Stockholders of record on Tuesday, March 18th were issued a dividend of $0.3667 per share. The ex-dividend date of this dividend was Tuesday, March 18th.

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.