Catalyst Private Wealth LLC lifted its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,021 shares of the company’s stock after purchasing an additional 407 shares during the period. iShares Core S&P U.S. Value ETF accounts for approximately 1.0% of Catalyst Private Wealth LLC’s holdings, making the stock its 20th largest position. Catalyst Private Wealth LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $2,224,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Bank of New York Mellon Corp bought a new position in iShares Core S&P U.S. Value ETF in the 2nd quarter worth $247,000. Oppenheimer & Co. Inc. lifted its stake in shares of iShares Core S&P U.S. Value ETF by 2.5% in the 2nd quarter. Oppenheimer & Co. Inc. now owns 31,464 shares of the company’s stock valued at $2,773,000 after purchasing an additional 769 shares during the last quarter. Parallel Advisors LLC boosted its stake in iShares Core S&P U.S. Value ETF by 1.8% during the second quarter. Parallel Advisors LLC now owns 6,228 shares of the company’s stock worth $549,000 after buying an additional 112 shares during the period. Wealthspire Advisors LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF by 26.7% during the 2nd quarter. Wealthspire Advisors LLC now owns 2,880 shares of the company’s stock worth $254,000 after purchasing an additional 607 shares during the period. Finally, Envestnet Asset Management Inc. grew its stake in shares of iShares Core S&P U.S. Value ETF by 7.8% during the second quarter. Envestnet Asset Management Inc. now owns 4,137,440 shares of the company’s stock valued at $364,633,000 after buying an additional 298,653 shares during the last quarter.
iShares Core S&P U.S. Value ETF Trading Up 0.8 %
Shares of IUSV stock traded up $0.70 on Monday, reaching $91.96. 1,284,105 shares of the company’s stock were exchanged, compared to its average volume of 991,229. The company’s fifty day simple moving average is $95.91 and its 200 day simple moving average is $93.89. iShares Core S&P U.S. Value ETF has a 52 week low of $82.41 and a 52 week high of $100.29. The stock has a market capitalization of $19.73 billion, a PE ratio of 22.96 and a beta of 0.95.
iShares Core S&P U.S. Value ETF Cuts Dividend
iShares Core S&P U.S. Value ETF Company 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.
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