Annex Advisory Services LLC Makes New $562,000 Investment in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Annex Advisory Services LLC bought a new position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) during the fourth quarter, HoldingsChannel.com reports. The firm bought 6,067 shares of the company’s stock, valued at approximately $562,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. JPMorgan Chase & Co. grew its position in shares of iShares Core S&P U.S. Value ETF by 13.3% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,862,473 shares of the company’s stock worth $177,848,000 after purchasing an additional 219,149 shares in the last quarter. Bleakley Financial Group LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF during the 3rd quarter worth approximately $207,000. MB Generational Wealth LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF during the 3rd quarter worth approximately $208,000. Orion Portfolio Solutions LLC boosted its position in shares of iShares Core S&P U.S. Value ETF by 65.9% during the 3rd quarter. Orion Portfolio Solutions LLC now owns 8,820 shares of the company’s stock worth $842,000 after acquiring an additional 3,504 shares in the last quarter. Finally, Leavell Investment Management Inc. boosted its position in shares of iShares Core S&P U.S. Value ETF by 50.1% during the 3rd quarter. Leavell Investment Management Inc. now owns 3,714 shares of the company’s stock worth $355,000 after acquiring an additional 1,240 shares in the last quarter.

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

NASDAQ IUSV opened at $94.30 on Tuesday. The firm has a market capitalization of $20.21 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95. The firm’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 1 year low of $82.41 and a 1 year 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 given a dividend of $0.5456 per share. The ex-dividend date was Tuesday, December 17th.

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.