Colonial River Investments LLC Has $258,000 Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Posted by Bonnie Powley on Feb 25th, 2025

Colonial River Investments LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 6.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 2,786 shares of the company’s stock after buying an additional 176 shares during the period. Colonial River Investments LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $258,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. LPL Financial LLC boosted its position in shares of iShares Core S&P U.S. Value ETF by 3.2% during the third quarter. LPL Financial LLC now owns 13,352,079 shares of the company’s stock valued at $1,274,990,000 after buying an additional 417,635 shares during the last quarter. Aspiriant LLC boosted its position in shares of iShares Core S&P U.S. Value ETF by 13.8% during the fourth quarter. Aspiriant LLC now owns 3,266,064 shares of the company’s stock valued at $302,405,000 after buying an additional 396,158 shares during the last quarter. Kestra Investment Management LLC boosted its position in shares of iShares Core S&P U.S. Value ETF by 11.4% during the fourth quarter. Kestra Investment Management LLC now owns 2,586,389 shares of the company’s stock valued at $239,474,000 after buying an additional 265,001 shares during the last quarter. Life Planning Partners Inc boosted its position in shares of iShares Core S&P U.S. Value ETF by 9,159.0% during the fourth quarter. Life Planning Partners Inc now owns 2,267,622 shares of the company’s stock valued at $209,959,000 after buying an additional 2,243,131 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its position in shares of iShares Core S&P U.S. Value ETF by 13.3% during the third quarter. JPMorgan Chase & Co. now owns 1,862,473 shares of the company’s stock valued at $177,848,000 after buying an additional 219,149 shares during the last quarter.

iShares Core S&P U.S. Value ETF Stock Up 0.1 %

Shares of NASDAQ:IUSV opened at $95.33 on Tuesday. The stock has a market cap of $20.10 billion, a price-to-earnings ratio of 22.14 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 12-month low of $85.17 and a 12-month high of $100.29. The business’s 50 day moving average is $94.21 and its 200 day moving average is $95.02.

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

The firm also recently disclosed a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were given a $0.5456 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

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.