Hoese & Co LLP Makes New $41,000 Investment in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Posted by Caroline Horne on Jan 21st, 2025

Hoese & Co LLP purchased a new stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 441 shares of the company’s stock, valued at approximately $41,000.

A number of other institutional investors also recently modified their holdings of the company. Valued Wealth Advisors LLC boosted its holdings in iShares Core S&P U.S. Value ETF by 891.2% during the third quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock worth $32,000 after purchasing an additional 303 shares during the last quarter. Capital Performance Advisors LLP bought a new stake in iShares Core S&P U.S. Value ETF during the 3rd quarter worth about $32,000. Clarity Asset Management Inc. acquired a new position in shares of iShares Core S&P U.S. Value ETF during the 2nd quarter worth about $35,000. Global Wealth Strategies & Associates grew its holdings in shares of 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 valued at $40,000 after acquiring an additional 320 shares in the last quarter. Finally, Moisand Fitzgerald Tamayo LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF in the third quarter valued at about $48,000.

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

IUSV opened at $94.30 on Tuesday. The business’s 50-day simple moving average is $95.51 and its 200 day simple moving average is $94.12. iShares Core S&P U.S. Value ETF has a 52-week low of $82.41 and a 52-week high of $100.29. The firm has a market capitalization of $20.21 billion, a PE ratio of 22.96 and a beta of 0.95.

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

The business also recently disclosed a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were paid a dividend of $0.5456 per share. The ex-dividend date of this dividend was Tuesday, December 17th.

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