iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Bought by Southern Capital Advisors LLC

Posted by Stephan Jacobs on Oct 28th, 2024

Southern Capital Advisors LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 4.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 261,275 shares of the company’s stock after acquiring an additional 9,943 shares during the period. iShares Core S&P U.S. Value ETF makes up about 14.0% of Southern Capital Advisors LLC’s investment portfolio, making the stock its largest holding. Southern Capital Advisors LLC owned about 0.13% of iShares Core S&P U.S. Value ETF worth $24,949,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in IUSV. Parallel Advisors LLC boosted its position in iShares Core S&P U.S. Value ETF by 1.8% during the 2nd quarter. Parallel Advisors LLC now owns 6,228 shares of the company’s stock worth $549,000 after acquiring an additional 112 shares during the last quarter. Patten & Patten Inc. TN boosted its holdings in iShares Core S&P U.S. Value ETF by 3.9% during the first quarter. Patten & Patten Inc. TN now owns 3,320 shares of the company’s stock worth $300,000 after purchasing an additional 125 shares during the last quarter. Sweeney & Michel LLC grew its position in iShares Core S&P U.S. Value ETF by 2.6% in the third quarter. Sweeney & Michel LLC now owns 4,946 shares of the company’s stock valued at $481,000 after purchasing an additional 127 shares in the last quarter. Carolinas Wealth Consulting LLC increased its stake in iShares Core S&P U.S. Value ETF by 7.1% in the 2nd quarter. Carolinas Wealth Consulting LLC now owns 2,311 shares of the company’s stock valued at $204,000 after buying an additional 153 shares during the last quarter. Finally, New Century Financial Group LLC lifted its position in iShares Core S&P U.S. Value ETF by 6.4% during the 3rd quarter. New Century Financial Group LLC now owns 3,028 shares of the company’s stock worth $289,000 after buying an additional 181 shares in the last quarter.

iShares Core S&P U.S. Value ETF Stock Up 0.5 %

NASDAQ:IUSV opened at $95.57 on Monday. The firm has a market capitalization of $19.37 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a twelve month low of $71.80 and a twelve month high of $97.33. The stock’s 50 day moving average price is $94.69 and its two-hundred day moving average price is $90.88.

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

The business also recently disclosed a dividend, which was paid on Monday, September 30th. Stockholders of record on Wednesday, September 25th were given a $0.5824 dividend. The ex-dividend date was Wednesday, September 25th. This is a positive change from iShares Core S&P U.S. Value ETF’s previous dividend of $0.44.

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.