LPL Financial LLC grew its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 5.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 12,934,444 shares of the company’s stock after purchasing an additional 637,572 shares during the quarter. iShares Core S&P U.S. Value ETF accounts for 0.6% of LPL Financial LLC’s portfolio, making the stock its 28th largest position. LPL Financial LLC owned about 6.50% of iShares Core S&P U.S. Value ETF worth $1,139,913,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently modified their holdings of IUSV. Assetmark Inc. increased its holdings in shares of iShares Core S&P U.S. Value ETF by 11.8% in the fourth quarter. Assetmark Inc. now owns 1,118 shares of the company’s stock valued at $94,000 after buying an additional 118 shares in the last quarter. Exencial Wealth Advisors LLC increased its stake in iShares Core S&P U.S. Value ETF by 2.8% in the 4th quarter. Exencial Wealth Advisors LLC now owns 4,496 shares of the company’s stock worth $379,000 after purchasing an additional 121 shares in the last quarter. Patten & Patten Inc. TN raised its holdings in iShares Core S&P U.S. Value ETF by 3.9% during the 1st quarter. Patten & Patten Inc. TN now owns 3,320 shares of the company’s stock worth $300,000 after buying an additional 125 shares during the period. Benjamin Edwards Inc. lifted its stake in iShares Core S&P U.S. Value ETF by 2.1% during the first quarter. Benjamin Edwards Inc. now owns 6,855 shares of the company’s stock valued at $620,000 after buying an additional 144 shares in the last quarter. Finally, Congress Wealth Management LLC DE boosted its holdings in shares of iShares Core S&P U.S. Value ETF by 4.2% in the fourth quarter. Congress Wealth Management LLC DE now owns 3,636 shares of the company’s stock worth $307,000 after buying an additional 147 shares during the period.
iShares Core S&P U.S. Value ETF Price Performance
IUSV stock opened at $93.20 on Wednesday. The firm has a market capitalization of $18.55 billion, a P/E ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 52-week low of $71.27 and a 52-week high of $95.04. The company’s 50 day simple moving average is $91.33 and its 200-day simple moving average is $89.29.
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.
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