Heritage Oak Wealth Advisors LLC Buys New Shares in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Heritage Oak Wealth Advisors LLC purchased a new position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) in the 3rd quarter, Holdings Channel reports. The firm purchased 27,115 shares of the company’s stock, valued at approximately $2,589,000. iShares Core S&P U.S. Value ETF accounts for about 1.2% of Heritage Oak Wealth Advisors LLC’s investment portfolio, making the stock its 24th biggest holding.

A number of other large investors also recently bought and sold shares of the stock. LPL Financial LLC increased its holdings in shares of iShares Core S&P U.S. Value ETF by 5.2% during the 2nd quarter. LPL Financial LLC now owns 12,934,444 shares of the company’s stock worth $1,139,913,000 after buying an additional 637,572 shares during the last quarter. Blue Trust Inc. grew its position in iShares Core S&P U.S. Value ETF by 6.7% during the third quarter. Blue Trust Inc. now owns 4,914,807 shares of the company’s stock valued at $433,142,000 after acquiring an additional 309,675 shares during the period. Signaturefd LLC increased its stake in iShares Core S&P U.S. Value ETF by 0.9% during the third quarter. Signaturefd LLC now owns 4,308,366 shares of the company’s stock worth $411,406,000 after acquiring an additional 37,546 shares during the last quarter. Envestnet Asset Management Inc. raised its holdings in shares of iShares Core S&P U.S. Value ETF by 7.8% in the 2nd quarter. Envestnet Asset Management Inc. now owns 4,137,440 shares of the company’s stock worth $364,633,000 after purchasing an additional 298,653 shares during the period. Finally, Aspiriant LLC raised its holdings in shares of iShares Core S&P U.S. Value ETF by 0.3% in the 3rd quarter. Aspiriant LLC now owns 2,869,906 shares of the company’s stock worth $274,047,000 after purchasing an additional 9,507 shares during the period.

iShares Core S&P U.S. Value ETF Stock Performance

Shares of NASDAQ:IUSV opened at $95.75 on Friday. The stock has a 50-day simple moving average of $94.63 and a 200-day simple moving average of $90.80. The stock has a market capitalization of $19.40 billion, a P/E ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 1 year low of $71.27 and a 1 year high of $97.33.

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

The firm also recently disclosed a dividend, which was paid on Monday, September 30th. Shareholders of record on Wednesday, September 25th were paid a dividend of $0.5824 per share. This is an increase from iShares Core S&P U.S. Value ETF’s previous dividend of $0.44. The ex-dividend date of this dividend was Wednesday, September 25th.

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

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.