iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Position Increased by Richard W. Paul & Associates LLC

Posted by Alphonse Anthony on Mar 1st, 2025

Richard W. Paul & Associates LLC raised its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 0.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 161,459 shares of the company’s stock after buying an additional 163 shares during the period. iShares Core S&P U.S. Value ETF makes up about 5.4% of Richard W. Paul & Associates LLC’s portfolio, making the stock its biggest holding. Richard W. Paul & Associates LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $14,950,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Life Planning Partners Inc lifted its stake in iShares Core S&P U.S. Value ETF by 9,159.0% during the 4th quarter. Life Planning Partners Inc now owns 2,267,622 shares of the company’s stock worth $209,959,000 after acquiring an additional 2,243,131 shares in the last quarter. Benjamin Edwards Inc. lifted its position in shares of iShares Core S&P U.S. Value ETF by 10,714.1% during the third quarter. Benjamin Edwards Inc. now owns 834,196 shares of the company’s stock worth $79,658,000 after purchasing an additional 826,482 shares in the last quarter. Kestra Investment Management LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 53.2% during the third quarter. Kestra Investment Management LLC now owns 2,321,388 shares of the company’s stock worth $221,669,000 after purchasing an additional 806,039 shares in the last quarter. LPL Financial LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF by 3.2% in the third quarter. LPL Financial LLC now owns 13,352,079 shares of the company’s stock valued at $1,274,990,000 after purchasing an additional 417,635 shares during the period. Finally, Aspiriant LLC increased its stake in iShares Core S&P U.S. Value ETF by 13.8% during the 4th quarter. Aspiriant LLC now owns 3,266,064 shares of the company’s stock worth $302,405,000 after buying an additional 396,158 shares during the period.

iShares Core S&P U.S. Value ETF Stock Up 1.2 %

iShares Core S&P U.S. Value ETF stock opened at $95.49 on Friday. iShares Core S&P U.S. Value ETF has a 52-week low of $85.17 and a 52-week high of $100.29. The firm has a market cap of $20.13 billion, a PE ratio of 22.14 and a beta of 0.95. The company’s 50 day moving average is $94.32 and its two-hundred day moving average is $95.06.

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

The business also recently disclosed a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were given a dividend of $0.5456 per share. 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.