Avion Wealth Has $138,000 Stock Position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Avion Wealth lessened its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 10.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,499 shares of the company’s stock after selling 170 shares during the period. Avion Wealth’s holdings in iShares Core S&P U.S. Value ETF were worth $138,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of IUSV. Valued Wealth Advisors LLC boosted its holdings in iShares Core S&P U.S. Value ETF by 891.2% in the third quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock valued at $32,000 after acquiring an additional 303 shares during the last quarter. Capital Performance Advisors LLP bought a new stake in shares of iShares Core S&P U.S. Value ETF in the 3rd quarter valued at $32,000. Mogy Joel R Investment Counsel Inc. increased its position in shares of iShares Core S&P U.S. Value ETF by 278.8% during the fourth quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock worth $35,000 after buying an additional 276 shares during the period. Hager Investment Management Services LLC bought a new position in iShares Core S&P U.S. Value ETF during the fourth quarter worth $36,000. Finally, Global Wealth Strategies & Associates raised its stake in iShares Core S&P U.S. Value ETF by 293.6% during the fourth quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock worth $40,000 after buying an additional 320 shares during the last quarter.

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

Shares of NASDAQ:IUSV opened at $95.19 on Wednesday. iShares Core S&P U.S. Value ETF has a 1 year low of $83.74 and a 1 year high of $100.29. The business’s 50-day moving average is $94.50 and its 200-day moving average is $94.70. The company has a market capitalization of $20.07 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95.

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

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

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.