Motive Wealth Advisors Has $6.79 Million Position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Motive Wealth Advisors boosted its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 110.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 75,050 shares of the company’s stock after purchasing an additional 39,398 shares during the quarter. iShares Core S&P U.S. Value ETF accounts for about 4.1% of Motive Wealth Advisors’ investment portfolio, making the stock its 11th biggest holding. Motive Wealth Advisors’ holdings in iShares Core S&P U.S. Value ETF were worth $6,788,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the company. Pure Financial Advisors LLC increased its holdings in shares of iShares Core S&P U.S. Value ETF by 3.9% in the fourth quarter. Pure Financial Advisors LLC now owns 8,875 shares of the company’s stock valued at $748,000 after purchasing an additional 337 shares during the last quarter. PNC Financial Services Group Inc. lifted its position in iShares Core S&P U.S. Value ETF by 1.9% during the fourth quarter. PNC Financial Services Group Inc. now owns 553,252 shares of the company’s stock worth $46,656,000 after purchasing an additional 10,083 shares during the period. ERTS Wealth Advisors LLC lifted its position in iShares Core S&P U.S. Value ETF by 0.4% during the fourth quarter. ERTS Wealth Advisors LLC now owns 230,065 shares of the company’s stock worth $19,401,000 after purchasing an additional 995 shares during the period. Evermay Wealth Management LLC lifted its position in iShares Core S&P U.S. Value ETF by 9.5% during the fourth quarter. Evermay Wealth Management LLC now owns 13,795 shares of the company’s stock worth $1,163,000 after purchasing an additional 1,196 shares during the period. Finally, Perigon Wealth Management LLC lifted its position in iShares Core S&P U.S. Value ETF by 3.2% during the fourth quarter. Perigon Wealth Management LLC now owns 54,461 shares of the company’s stock worth $4,593,000 after purchasing an additional 1,682 shares during the period.

iShares Core S&P U.S. Value ETF Stock Up 0.6 %

Shares of IUSV stock traded up $0.55 on Friday, reaching $90.06. The company had a trading volume of 345,821 shares, compared to its average volume of 565,704. The stock has a market capitalization of $17.83 billion, a PE ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a one year low of $71.27 and a one year high of $90.64. The business’s 50-day moving average is $88.54 and its 200 day moving average is $87.12.

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

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 17th. Investors of record on Tuesday, June 11th were issued a $0.4205 dividend. The ex-dividend date was Tuesday, June 11th. This represents a $1.68 dividend on an annualized basis and a yield of 1.87%.

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