Waldron Private Wealth LLC Acquires New Position in iShares Core S&P U.S. Value ETF $IUSV

Waldron Private Wealth LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 263,908 shares of the company’s stock, valued at approximately $24,974,000. iShares Core S&P U.S. Value ETF makes up 1.1% of Waldron Private Wealth LLC’s holdings, making the stock its 20th biggest position. Waldron Private Wealth LLC owned approximately 0.12% of iShares Core S&P U.S. Value ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IUSV. Capital A Wealth Management LLC raised its holdings in shares of iShares Core S&P U.S. Value ETF by 571.7% in the 1st quarter. Capital A Wealth Management LLC now owns 403 shares of the company’s stock valued at $37,000 after purchasing an additional 343 shares in the last quarter. Smallwood Wealth Investment Management LLC bought a new stake in shares of iShares Core S&P U.S. Value ETF in the 1st quarter valued at about $41,000. Toth Financial Advisory Corp bought a new stake in shares of iShares Core S&P U.S. Value ETF in the 2nd quarter valued at about $53,000. Flaharty Asset Management LLC bought a new stake in shares of iShares Core S&P U.S. Value ETF in the 1st quarter valued at about $57,000. Finally, Calton & Associates Inc. bought a new stake in shares of iShares Core S&P U.S. Value ETF in the 1st quarter valued at about $64,000.

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

NASDAQ:IUSV opened at $101.57 on Friday. iShares Core S&P U.S. Value ETF has a one year low of $80.14 and a one year high of $101.82. The firm has a market cap of $23.56 billion, a P/E ratio of 20.41 and a beta of 0.95. The firm has a 50-day simple moving average of $99.24 and a 200-day simple moving average of $94.86.

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

The firm also recently declared a quarterly dividend, which was paid on Friday, September 19th. Stockholders of record on Tuesday, September 16th were issued a $0.4714 dividend. The ex-dividend date was Tuesday, September 16th. This represents a $1.89 annualized dividend and a dividend yield of 1.9%. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.43.

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.