iShares Core S&P U.S. Value ETF $IUSV Shares Purchased by Modera Wealth Management LLC

Modera Wealth Management LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 24.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,261,168 shares of the company’s stock after buying an additional 247,850 shares during the quarter. iShares Core S&P U.S. Value ETF accounts for approximately 1.5% of Modera Wealth Management LLC’s portfolio, making the stock its 14th largest holding. Modera Wealth Management LLC owned 0.57% of iShares Core S&P U.S. Value ETF worth $119,344,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in IUSV. Capital A Wealth Management LLC increased its stake in iShares Core S&P U.S. Value ETF by 571.7% in the 1st quarter. Capital A Wealth Management LLC now owns 403 shares of the company’s stock valued at $37,000 after purchasing an additional 343 shares in the last quarter. Toth Financial Advisory Corp acquired a new position in shares of iShares Core S&P U.S. Value ETF during the 2nd quarter worth $53,000. Flaharty Asset Management LLC purchased a new stake in shares of iShares Core S&P U.S. Value ETF in the 1st quarter worth about $57,000. Calton & Associates Inc. acquired a new stake in iShares Core S&P U.S. Value ETF in the 1st quarter valued at about $64,000. Finally, AlphaCore Capital LLC purchased a new position in iShares Core S&P U.S. Value ETF during the 1st quarter valued at about $85,000.

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

Shares of NASDAQ IUSV opened at $100.05 on Friday. The firm’s 50-day moving average is $99.75 and its two-hundred day moving average is $95.77. The company has a market capitalization of $23.26 billion, a PE ratio of 20.41 and a beta of 0.90. iShares Core S&P U.S. Value ETF has a 12-month low of $80.14 and a 12-month high of $102.46.

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

The business also recently announced a quarterly dividend, which was paid on Friday, September 19th. Shareholders of record on Tuesday, September 16th were issued a dividend of $0.4714 per share. This is a boost from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.43. The ex-dividend date was Tuesday, September 16th. This represents a $1.89 dividend on an annualized basis and a yield of 1.9%.

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.