SkyOak Wealth LLC Raises Stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

SkyOak Wealth LLC lifted its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 5.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 189,731 shares of the company’s stock after acquiring an additional 9,109 shares during the quarter. iShares Core S&P U.S. Value ETF makes up approximately 3.9% of SkyOak Wealth LLC’s portfolio, making the stock its 6th largest position. SkyOak Wealth LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $16,721,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in IUSV. Blair William & Co. IL grew its position in iShares Core S&P U.S. Value ETF by 0.3% in the 2nd quarter. Blair William & Co. IL now owns 1,171,005 shares of the company’s stock worth $103,201,000 after purchasing an additional 3,637 shares in the last quarter. Vanguard Personalized Indexing Management LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF by 9.9% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 6,038 shares of the company’s stock worth $532,000 after buying an additional 546 shares during the last quarter. Wealth Alliance grew its holdings in shares of iShares Core S&P U.S. Value ETF by 4.8% in the second quarter. Wealth Alliance now owns 4,648 shares of the company’s stock valued at $410,000 after acquiring an additional 212 shares in the last quarter. Perennial Investment Advisors LLC increased its position in shares of iShares Core S&P U.S. Value ETF by 27.9% during the second quarter. Perennial Investment Advisors LLC now owns 9,565 shares of the company’s stock valued at $843,000 after acquiring an additional 2,084 shares during the last quarter. Finally, Plancorp LLC lifted its holdings in iShares Core S&P U.S. Value ETF by 15.8% during the second quarter. Plancorp LLC now owns 2,601 shares of the company’s stock worth $229,000 after acquiring an additional 354 shares during the period.

iShares Core S&P U.S. Value ETF Trading Up 0.0 %

IUSV stock opened at $94.78 on Wednesday. The stock has a market cap of $18.86 billion, a P/E ratio of 22.96 and a beta of 0.95. The stock’s fifty day simple moving average is $91.80 and its two-hundred day simple moving average is $89.48. iShares Core S&P U.S. Value ETF has a 1-year low of $71.27 and a 1-year high of $95.28.

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

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.