Summit Wealth Partners LLC Purchases 1,994 Shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Summit Wealth Partners LLC lifted its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 5.8% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 36,434 shares of the company’s stock after acquiring an additional 1,994 shares during the period. Summit Wealth Partners LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $3,373,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of IUSV. Valued Wealth Advisors LLC grew its stake in shares of iShares Core S&P U.S. Value ETF by 891.2% during the third quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock worth $32,000 after acquiring an additional 303 shares during the last quarter. Capital Performance Advisors LLP purchased a new stake in iShares Core S&P U.S. Value ETF in the third quarter valued at approximately $32,000. Mogy Joel R Investment Counsel Inc. boosted its position in iShares Core S&P U.S. Value ETF by 278.8% in the fourth quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock valued at $35,000 after buying an additional 276 shares during the last quarter. Hager Investment Management Services LLC purchased a new stake in iShares Core S&P U.S. Value ETF in the fourth quarter valued at approximately $36,000. Finally, Global Wealth Strategies & Associates boosted its position 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 during the last quarter.

iShares Core S&P U.S. Value ETF Stock Up 0.4 %

Shares of NASDAQ IUSV opened at $95.35 on Thursday. The business’s 50 day moving average price is $94.87 and its 200 day moving average price is $94.56. The firm has a market cap of $20.10 billion, a P/E ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 52 week low of $83.74 and a 52 week high of $100.29.

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

The company also recently announced a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were given a $0.5456 dividend. The ex-dividend date was Tuesday, December 17th.

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.