Heritage Oak Wealth Advisors LLC Buys New Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Heritage Oak Wealth Advisors LLC acquired a new stake in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 29,376 shares of the company’s stock, valued at approximately $3,875,000. iShares Core S&P U.S. Growth ETF makes up 1.8% of Heritage Oak Wealth Advisors LLC’s investment portfolio, making the stock its 15th biggest position.

Other large investors have also recently bought and sold shares of the company. Inspire Advisors LLC bought a new stake in shares of iShares Core S&P U.S. Growth ETF during the 2nd quarter valued at $349,000. Sequoia Financial Advisors LLC grew its stake in shares of iShares Core S&P U.S. Growth ETF by 4.0% in the first quarter. Sequoia Financial Advisors LLC now owns 16,664 shares of the company’s stock valued at $1,953,000 after buying an additional 646 shares in the last quarter. Crestwood Advisors Group LLC increased its stake in shares of iShares Core S&P U.S. Growth ETF by 5.1% during the 2nd quarter. Crestwood Advisors Group LLC now owns 6,354 shares of the company’s stock worth $810,000 after purchasing an additional 311 shares during the last quarter. Oppenheimer & Co. Inc. lifted its position in shares of iShares Core S&P U.S. Growth ETF by 0.9% in the first quarter. Oppenheimer & Co. Inc. now owns 10,059 shares of the company’s stock valued at $1,179,000 after buying an additional 92 shares during the last quarter. Finally, Simplicity Wealth LLC boosted its position in iShares Core S&P U.S. Growth ETF by 127.0% during the second quarter. Simplicity Wealth LLC now owns 4,233 shares of the company’s stock worth $540,000 after purchasing an additional 2,368 shares during the period.

iShares Core S&P U.S. Growth ETF Trading Up 0.6 %

iShares Core S&P U.S. Growth ETF stock opened at $133.52 on Friday. The company has a market capitalization of $19.99 billion, a price-to-earnings ratio of 27.75 and a beta of 1.06. The stock’s 50 day moving average is $129.77 and its 200-day moving average is $124.79. iShares Core S&P U.S. Growth ETF has a 12 month low of $90.71 and a 12 month high of $135.15.

iShares Core S&P U.S. Growth ETF Dividend Announcement

The business also recently announced a dividend, which was paid on Monday, September 30th. Stockholders of record on Wednesday, September 25th were issued a dividend of $0.2513 per share. The ex-dividend date was Wednesday, September 25th.

iShares Core S&P U.S. Growth ETF Company Profile

The iShares Core S&P U.S. Growth ETF (IUSG) is an exchange-traded fund that is based on the S&P 900 Growth index. The fund tracks an index of US large- and mid-cap growth stocks. The index selects from stocks ranked 1-3000 by market cap based on fundamental growth factors. IUSG was launched on Jul 24, 2000 and is managed by BlackRock.