SkyOak Wealth LLC boosted its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 199,338 shares of the company’s stock after purchasing an additional 1,985 shares during the quarter. iShares Core S&P U.S. Value ETF accounts for about 3.9% of SkyOak Wealth LLC’s investment portfolio, making the stock its 5th biggest holding. SkyOak Wealth LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $18,457,000 at the end of the most recent reporting period.
Several other hedge funds also recently bought and sold shares of the company. U.S. Capital Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 6.7% during the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 2,801 shares of the company’s stock valued at $259,000 after purchasing an additional 177 shares in the last quarter. Nadler Financial Group Inc. raised its holdings in iShares Core S&P U.S. Value ETF by 3.5% during the 4th quarter. Nadler Financial Group Inc. now owns 406,213 shares of the company’s stock worth $37,611,000 after buying an additional 13,803 shares during the period. Golden State Equity Partners lifted its stake in iShares Core S&P U.S. Value ETF by 17.5% in the fourth quarter. Golden State Equity Partners now owns 10,601 shares of the company’s stock valued at $982,000 after buying an additional 1,576 shares in the last quarter. Berry Wealth Group LP boosted its holdings in shares of iShares Core S&P U.S. Value ETF by 6.2% in the fourth quarter. Berry Wealth Group LP now owns 2,520 shares of the company’s stock valued at $233,000 after buying an additional 147 shares during the period. Finally, Deroy & Devereaux Private Investment Counsel Inc. raised its holdings in shares of iShares Core S&P U.S. Value ETF by 0.6% during the fourth quarter. Deroy & Devereaux Private Investment Counsel Inc. now owns 40,303 shares of the company’s stock worth $3,732,000 after acquiring an additional 248 shares during the period.
iShares Core S&P U.S. Value ETF Trading Down 0.5 %
Shares of NASDAQ IUSV opened at $95.35 on Friday. The company has a fifty day moving average price of $95.15 and a 200 day moving average price of $94.48. 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 firm has a market cap of $20.21 billion, a PE ratio of 22.96 and a beta of 0.95.
iShares Core S&P U.S. Value ETF Cuts Dividend
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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