Legacy Financial Group LLC Raises Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Legacy Financial Group LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 4.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 85,723 shares of the company’s stock after purchasing an additional 3,768 shares during the quarter. iShares Core S&P U.S. Value ETF makes up 0.0% of Legacy Financial Group LLC’s investment portfolio, making the stock its 22nd biggest holding. Legacy Financial Group LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $7,937,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of IUSV. Valued Wealth Advisors LLC increased its holdings in iShares Core S&P U.S. Value ETF by 891.2% during the 3rd quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock worth $32,000 after purchasing an additional 303 shares during the period. Capital Performance Advisors LLP purchased a new stake in iShares Core S&P U.S. Value ETF during the 3rd quarter worth about $32,000. Mogy Joel R Investment Counsel Inc. increased its holdings in iShares Core S&P U.S. Value ETF by 278.8% during the 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock worth $35,000 after purchasing an additional 276 shares during the period. Global Wealth Strategies & Associates increased its holdings in iShares Core S&P U.S. Value ETF by 293.6% during the 4th quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock worth $40,000 after purchasing an additional 320 shares during the period. Finally, Hoese & Co LLP purchased a new position in shares of 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 Stock Performance

IUSV opened at $95.25 on Monday. iShares Core S&P U.S. Value ETF has a one year low of $83.74 and a one year high of $100.29. The company has a market cap of $20.22 billion, a P/E ratio of 22.96 and a beta of 0.95. The business’s 50-day simple moving average is $95.33 and its 200-day simple moving average is $94.32.

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

The firm also recently disclosed a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were issued a $0.5456 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

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.