Venturi Wealth Management LLC trimmed its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 32.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 695,222 shares of the company’s stock after selling 340,809 shares during the period. iShares Core S&P U.S. Value ETF accounts for about 3.2% of Venturi Wealth Management LLC’s portfolio, making the stock its 5th biggest holding. Venturi Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $64,371,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also modified their holdings of the stock. Valued Wealth Advisors LLC grew its holdings in 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 buying an additional 303 shares in the last quarter. Capital Performance Advisors LLP acquired a new position in iShares Core S&P U.S. Value ETF in the 3rd quarter worth about $32,000. Mogy Joel R Investment Counsel Inc. raised its position in iShares Core S&P U.S. Value ETF by 278.8% in the fourth quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock valued at $35,000 after purchasing an additional 276 shares during the last quarter. Hager Investment Management Services LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF during the fourth quarter valued at about $36,000. Finally, Global Wealth Strategies & Associates grew its holdings in shares of iShares Core S&P U.S. Value ETF by 293.6% during the fourth quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock worth $40,000 after purchasing an additional 320 shares during the last quarter.
iShares Core S&P U.S. Value ETF Price Performance
Shares of NASDAQ IUSV opened at $95.39 on Tuesday. The company has a 50 day simple moving average of $94.27 and a 200 day simple moving average of $94.79. iShares Core S&P U.S. Value ETF has a 1 year low of $85.14 and a 1 year high of $100.29. The firm has a market cap of $20.11 billion, a PE ratio of 22.96 and a beta of 0.95.
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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