iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Sold by Congress Wealth Management LLC DE

Posted by Alphonse Anthony on Mar 30th, 2025

Congress Wealth Management LLC DE decreased its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 6.3% in the 4th quarter, HoldingsChannel reports. The firm owned 3,408 shares of the company’s stock after selling 228 shares during the period. Congress Wealth Management LLC DE’s holdings in iShares Core S&P U.S. Value ETF were worth $316,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. Mogy Joel R Investment Counsel Inc. grew its holdings in shares of iShares Core S&P U.S. Value ETF by 278.8% during the fourth quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock worth $35,000 after buying an additional 276 shares in the last quarter. Hager Investment Management Services LLC acquired a new stake in iShares Core S&P U.S. Value ETF during the fourth quarter worth approximately $36,000. Global Wealth Strategies & Associates grew its stake in iShares Core S&P U.S. Value ETF by 293.6% in the 4th quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock worth $40,000 after acquiring an additional 320 shares during the period. Hoese & Co LLP purchased a new position in shares of iShares Core S&P U.S. Value ETF during the 4th quarter worth $41,000. Finally, Finley Financial LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF during the fourth quarter worth $60,000.

iShares Core S&P U.S. Value ETF Stock Down 1.5 %

Shares of NASDAQ:IUSV opened at $91.42 on Friday. The business has a fifty day simple moving average of $94.15 and a 200-day simple moving average of $95.02. 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 company has a market cap of $19.27 billion, a P/E ratio of 21.47 and a beta of 0.95.

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

The business also recently disclosed a dividend, which was paid on Friday, March 21st. Stockholders of record on Tuesday, March 18th were paid a dividend of $0.3667 per share. The ex-dividend date of this dividend was Tuesday, March 18th.

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

(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.