Petix & Botte Co trimmed its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 26.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 222,822 shares of the company’s stock after selling 81,407 shares during the quarter. iShares Core S&P U.S. Value ETF comprises 5.4% of Petix & Botte Co’s holdings, making the stock its 2nd largest position. Petix & Botte Co owned approximately 0.10% of iShares Core S&P U.S. Value ETF worth $20,631,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Valued Wealth Advisors LLC boosted its stake in shares of 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 worth $32,000 after buying an additional 303 shares during the last quarter. Capital Performance Advisors LLP acquired a new position 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 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock worth $35,000 after purchasing an additional 276 shares in the last quarter. Global Wealth Strategies & Associates grew its stake in shares of iShares Core S&P U.S. Value ETF by 293.6% during the 4th quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock worth $40,000 after purchasing an additional 320 shares during the period. Finally, Hoese & Co LLP purchased a new position in shares of iShares Core S&P U.S. Value ETF during the 4th quarter valued at approximately $41,000.
iShares Core S&P U.S. Value ETF Price Performance
IUSV opened at $95.25 on Monday. The stock has a market cap of $20.22 billion, a P/E ratio of 22.96 and a beta of 0.95. The firm has a fifty day moving average price of $95.33 and a 200 day moving average price of $94.32. iShares Core S&P U.S. Value ETF has a 1 year low of $83.74 and a 1 year high of $100.29.
iShares Core S&P U.S. Value ETF Cuts Dividend
iShares Core S&P U.S. Value ETF Company 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.
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