Axxcess Wealth Management LLC boosted its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 551.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,372 shares of the company’s stock after acquiring an additional 16,399 shares during the period. Axxcess Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $1,833,000 at the end of the most recent reporting period.
Several other large investors have also added to or reduced their stakes in IUSV. Capital A Wealth Management LLC boosted its holdings in iShares Core S&P U.S. Value ETF by 571.7% in the first quarter. Capital A Wealth Management LLC now owns 403 shares of the company’s stock valued at $37,000 after acquiring an additional 343 shares in the last quarter. Sound Income Strategies LLC bought a new stake in shares of iShares Core S&P U.S. Value ETF during the 1st quarter valued at $40,000. Smallwood Wealth Investment Management LLC purchased a new stake in shares of iShares Core S&P U.S. Value ETF in the 1st quarter worth about $41,000. Toth Financial Advisory Corp bought a new position in shares of iShares Core S&P U.S. Value ETF in the 2nd quarter worth about $53,000. Finally, Flaharty Asset Management LLC purchased a new position in iShares Core S&P U.S. Value ETF during the 1st quarter valued at about $57,000.
iShares Core S&P U.S. Value ETF Price Performance
Shares of NASDAQ IUSV opened at $99.93 on Thursday. iShares Core S&P U.S. Value ETF has a 1 year low of $80.14 and a 1 year high of $101.22. The stock has a market cap of $23.08 billion, a P/E ratio of 20.41 and a beta of 0.95. The firm has a 50-day moving average of $98.72 and a 200 day moving average of $94.14.
iShares Core S&P U.S. Value ETF Increases 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.
Further Reading
- Five stocks we like better than iShares Core S&P U.S. Value ETF
- Bank Stocks – Best Bank Stocks to Invest In
- Palantir’s New Healthcare Deal Boosts AI and Data Reach
- Are Penny Stocks a Good Fit for Your Portfolio?
- GM’s Billion-Dollar Bruise: GM’s Strategic Pivot Makes It a Buy
- How to Use the MarketBeat Stock Screener
- Novo Nordisk’s Akero Therapeutics Buy Targets Eli Lilly’s Lead
Want to see what other hedge funds are holding IUSV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report).
Receive News & Ratings for iShares Core S&P U.S. Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P U.S. Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
