Unique Wealth Strategies LLC Invests $551,000 in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Unique Wealth Strategies LLC bought a new position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSVFree Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,537 shares of the company’s stock, valued at approximately $551,000.

Other large investors have also modified their holdings of the company. Investment Advisory Group LLC increased its position in iShares Core S&P U.S. Value ETF by 2.7% during the fourth quarter. Investment Advisory Group LLC now owns 4,680 shares of the company’s stock worth $395,000 after buying an additional 122 shares in the last quarter. B. Riley Wealth Advisors Inc. increased its position in iShares Core S&P U.S. Value ETF by 1.5% during the third quarter. B. Riley Wealth Advisors Inc. now owns 9,289 shares of the company’s stock worth $697,000 after buying an additional 134 shares in the last quarter. NewEdge Wealth LLC increased its position in iShares Core S&P U.S. Value ETF by 5.7% during the third quarter. NewEdge Wealth LLC now owns 2,792 shares of the company’s stock worth $208,000 after buying an additional 150 shares in the last quarter. Lauterbach Financial Advisors LLC increased its position in iShares Core S&P U.S. Value ETF by 5.3% during the fourth quarter. Lauterbach Financial Advisors LLC now owns 3,024 shares of the company’s stock worth $255,000 after buying an additional 151 shares in the last quarter. Finally, Hoxton Planning & Management LLC increased its position in iShares Core S&P U.S. Value ETF by 2.5% during the third quarter. Hoxton Planning & Management LLC now owns 6,810 shares of the company’s stock worth $508,000 after buying an additional 163 shares in the last quarter.

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

iShares Core S&P U.S. Value ETF stock traded down $0.17 during mid-day trading on Friday, hitting $87.12. 403,145 shares of the company were exchanged, compared to its average volume of 638,589. The business’s 50 day simple moving average is $87.78 and its two-hundred day simple moving average is $83.14. The company has a market capitalization of $16.74 billion, a P/E ratio of 22.53 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 12-month low of $71.27 and a 12-month high of $90.64.

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

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 27th. Stockholders of record on Friday, March 22nd were given a $0.4397 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 2.02%. The ex-dividend date was Thursday, March 21st.

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.

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Institutional Ownership by Quarter for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

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