Summit Wealth Partners LLC Acquires 513 Shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Summit Wealth Partners LLC lifted its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 1.5% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 34,440 shares of the company’s stock after purchasing an additional 513 shares during the period. Summit Wealth Partners LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $3,289,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Deroy & Devereaux Private Investment Counsel Inc. grew its stake in iShares Core S&P U.S. Value ETF by 2.3% in the third quarter. Deroy & Devereaux Private Investment Counsel Inc. now owns 40,055 shares of the company’s stock valued at $3,825,000 after purchasing an additional 900 shares during the last quarter. Financial Advocates Investment Management grew its position in shares of iShares Core S&P U.S. Value ETF by 28.9% in the 3rd quarter. Financial Advocates Investment Management now owns 147,647 shares of the company’s stock worth $14,312,000 after buying an additional 33,143 shares during the last quarter. Boyd Wealth Management LLC raised its stake in shares of iShares Core S&P U.S. Value ETF by 13.6% during the 3rd quarter. Boyd Wealth Management LLC now owns 10,084 shares of the company’s stock worth $963,000 after acquiring an additional 1,206 shares in the last quarter. Mutual Advisors LLC lifted its position in iShares Core S&P U.S. Value ETF by 3.2% during the third quarter. Mutual Advisors LLC now owns 49,815 shares of the company’s stock valued at $4,770,000 after acquiring an additional 1,523 shares during the last quarter. Finally, Diversify Advisory Services LLC acquired a new stake in iShares Core S&P U.S. Value ETF in the third quarter valued at approximately $240,000.

iShares Core S&P U.S. Value ETF Trading Down 0.7 %

Shares of IUSV opened at $94.30 on Friday. iShares Core S&P U.S. Value ETF has a 12 month low of $72.40 and a 12 month high of $97.33. The stock has a fifty day moving average price of $94.85 and a 200-day moving average price of $91.02. The firm has a market cap of $19.11 billion, a PE ratio of 22.96 and a beta of 0.95.

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

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

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.