Tanglewood Legacy Advisors LLC Has $64.31 Million Stake in iShares Core S&P U.S. Value ETF $IUSV

Tanglewood Legacy Advisors LLC boosted its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 2.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 643,398 shares of the company’s stock after buying an additional 17,805 shares during the period. iShares Core S&P U.S. Value ETF makes up 24.8% of Tanglewood Legacy Advisors LLC’s investment portfolio, making the stock its biggest holding. Tanglewood Legacy Advisors LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $64,308,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Helen Stephens Group LLC boosted its holdings in shares of iShares Core S&P U.S. Value ETF by 3.9% in the third quarter. Helen Stephens Group LLC now owns 2,717 shares of the company’s stock worth $272,000 after acquiring an additional 103 shares during the period. Octavia Wealth Advisors LLC lifted its holdings in iShares Core S&P U.S. Value ETF by 3.8% during the 3rd quarter. Octavia Wealth Advisors LLC now owns 2,855 shares of the company’s stock worth $285,000 after purchasing an additional 104 shares in the last quarter. Franklin Resources Inc. lifted its holdings in iShares Core S&P U.S. Value ETF by 26.0% during the 2nd quarter. Franklin Resources Inc. now owns 523 shares of the company’s stock worth $49,000 after purchasing an additional 108 shares in the last quarter. Uptick Partners LLC boosted its stake in iShares Core S&P U.S. Value ETF by 0.7% in the 3rd quarter. Uptick Partners LLC now owns 17,566 shares of the company’s stock worth $1,756,000 after purchasing an additional 116 shares during the period. Finally, Lido Advisors LLC grew its holdings in iShares Core S&P U.S. Value ETF by 1.2% during the 2nd quarter. Lido Advisors LLC now owns 10,372 shares of the company’s stock valued at $982,000 after buying an additional 120 shares in the last quarter.

iShares Core S&P U.S. Value ETF Stock Up 0.6%

Shares of IUSV opened at $106.80 on Friday. iShares Core S&P U.S. Value ETF has a twelve month low of $80.14 and a twelve month high of $108.20. The stock has a market cap of $24.65 billion, a PE ratio of 20.41 and a beta of 0.90. The business’s 50-day moving average price is $104.51 and its 200-day moving average price is $101.18.

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

The company also recently announced a quarterly dividend, which was paid on Friday, December 19th. Investors of record on Tuesday, December 16th were issued a dividend of $0.5515 per share. This is a boost from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.47. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a $2.21 dividend on an annualized basis and a yield of 2.1%.

iShares Core S&P U.S. Value ETF Profile

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.