Wealth Enhancement Advisory Services LLC Has $45.50 Million Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Posted by Bonnie Powley on Jan 11th, 2025

Wealth Enhancement Advisory Services LLC boosted its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 0.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 476,455 shares of the company’s stock after buying an additional 629 shares during the quarter. Wealth Enhancement Advisory Services LLC owned approximately 0.22% of iShares Core S&P U.S. Value ETF worth $45,497,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Valued Wealth Advisors LLC boosted its stake in iShares Core S&P U.S. Value ETF by 891.2% in the third quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock valued at $32,000 after buying an additional 303 shares in the last quarter. Capital Performance Advisors LLP acquired a new stake in iShares Core S&P U.S. Value ETF in the third quarter valued at about $32,000. Clarity Asset Management Inc. acquired a new stake in iShares Core S&P U.S. Value ETF in the second quarter valued at about $35,000. Global Wealth Strategies & Associates boosted its stake in iShares Core S&P U.S. Value ETF by 293.6% in the fourth quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock valued at $40,000 after buying an additional 320 shares in the last quarter. Finally, Newbridge Financial Services Group Inc. raised its position in iShares Core S&P U.S. Value ETF by 133.0% in the second quarter. Newbridge Financial Services Group Inc. now owns 522 shares of the company’s stock valued at $46,000 after purchasing an additional 298 shares during the last quarter.

iShares Core S&P U.S. Value ETF Trading Down 1.7 %

iShares Core S&P U.S. Value ETF stock opened at $91.26 on Friday. The company has a market capitalization of $19.60 billion, a PE ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 12 month low of $82.41 and a 12 month high of $100.29. The stock has a 50-day moving average price of $95.98 and a two-hundred day moving average price of $93.79.

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

The company also recently announced 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.

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.