iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Sold by Tortoise Investment Management LLC

Posted by Joseph Casey on Mar 10th, 2025

Tortoise Investment Management LLC cut its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 137,524 shares of the company’s stock after selling 3,199 shares during the quarter. iShares Core S&P U.S. Value ETF comprises about 1.3% of Tortoise Investment Management LLC’s investment portfolio, making the stock its 20th largest position. Tortoise Investment Management LLC owned approximately 0.07% of iShares Core S&P U.S. Value ETF worth $12,733,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Capital Performance Advisors LLP acquired a new stake in iShares Core S&P U.S. Value ETF in the 3rd quarter valued at about $32,000. Mogy Joel R Investment Counsel Inc. grew its stake in iShares Core S&P U.S. Value ETF by 278.8% in the 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock valued at $35,000 after acquiring an additional 276 shares during the last quarter. Hager Investment Management Services LLC acquired a new stake in iShares Core S&P U.S. Value ETF in the 4th quarter valued at about $36,000. Global Wealth Strategies & Associates grew its stake 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 valued at $40,000 after acquiring an additional 320 shares during the last quarter. Finally, Hoese & Co LLP acquired a new stake in iShares Core S&P U.S. Value ETF in the 4th quarter valued at about $41,000.

iShares Core S&P U.S. Value ETF Trading Up 0.8 %

NASDAQ:IUSV opened at $94.05 on Monday. The firm has a market cap of $19.83 billion, a price-to-earnings ratio of 21.71 and a beta of 0.95. The company’s 50-day moving average is $94.38 and its two-hundred day moving average is $95.21. iShares Core S&P U.S. Value ETF has a 12-month low of $85.17 and a 12-month high of $100.29.

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 issued a dividend of $0.5456 per share. The ex-dividend date of this dividend was Tuesday, December 17th.

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.