Life Planning Partners Inc Acquires 2,243,131 Shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Posted by Anthony Miller on Feb 14th, 2025

Life Planning Partners Inc grew its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 9,159.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,267,622 shares of the company’s stock after buying an additional 2,243,131 shares during the quarter. iShares Core S&P U.S. Value ETF makes up 1.6% of Life Planning Partners Inc’s portfolio, making the stock its 11th largest position. Life Planning Partners Inc owned 1.07% of iShares Core S&P U.S. Value ETF worth $209,959,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in IUSV. Valued Wealth Advisors LLC grew its holdings in iShares Core S&P U.S. Value ETF by 891.2% during the 3rd 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 acquired a new position in shares of iShares Core S&P U.S. Value ETF during the third quarter worth approximately $32,000. Mogy Joel R Investment Counsel Inc. grew its stake in shares of iShares Core S&P U.S. Value ETF by 278.8% during the fourth quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock valued at $35,000 after purchasing an additional 276 shares during the last quarter. Hager Investment Management Services LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF in the fourth quarter valued at approximately $36,000. Finally, Global Wealth Strategies & Associates raised its position in iShares Core S&P U.S. Value ETF by 293.6% in 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 last quarter.

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

Shares of IUSV opened at $95.58 on Friday. The business’s fifty day moving average price is $94.37 and its two-hundred day moving average price is $94.70. The firm has a market capitalization of $20.15 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 52 week low of $84.34 and a 52 week high of $100.29.

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

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

iShares Core S&P U.S. Value ETF Company Profile

(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.