Trilogy Capital Inc. boosted its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 19.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,727 shares of the company’s stock after purchasing an additional 440 shares during the period. Trilogy Capital Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $252,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Valued Wealth Advisors LLC lifted its holdings in shares of 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 valued at $32,000 after buying 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 third quarter valued at $32,000. Mogy Joel R Investment Counsel Inc. lifted its holdings in iShares Core S&P U.S. Value ETF by 278.8% in the fourth quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock valued at $35,000 after acquiring an additional 276 shares during the period. Hager Investment Management Services LLC purchased a new position in iShares Core S&P U.S. Value ETF in the fourth quarter worth about $36,000. Finally, Global Wealth Strategies & Associates grew its stake in shares of 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 valued at $40,000 after purchasing an additional 320 shares during the period.
iShares Core S&P U.S. Value ETF Stock Down 0.1 %
NASDAQ IUSV opened at $95.27 on Friday. The company has a 50-day moving average price of $94.78 and a 200-day moving average price of $94.56. iShares Core S&P U.S. Value ETF has a 52 week low of $83.74 and a 52 week high of $100.29. The firm has a market capitalization of $20.08 billion, a P/E ratio of 22.96 and a beta of 0.95.
iShares Core S&P U.S. Value ETF Cuts Dividend
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.
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