12,340 Shares in iShares Core S&P U.S. Value ETF $IUSV Purchased by Prism Planning Partners LLC

Posted by Brian Himes on Jun 11th, 2026

Prism Planning Partners LLC purchased a new position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 12,340 shares of the company’s stock, valued at approximately $1,265,000. iShares Core S&P U.S. Value ETF accounts for 1.4% of Prism Planning Partners LLC’s holdings, making the stock its 13th largest position.

A number of other hedge funds and other institutional investors have also bought and sold shares of IUSV. Bank of America Corp DE grew its holdings in iShares Core S&P U.S. Value ETF by 7.8% during the third quarter. Bank of America Corp DE now owns 80,233,541 shares of the company’s stock worth $8,019,342,000 after purchasing an additional 5,830,890 shares during the period. Valpey Financial Services LLC grew its holdings in iShares Core S&P U.S. Value ETF by 10,060.9% during the fourth quarter. Valpey Financial Services LLC now owns 2,962,216 shares of the company’s stock worth $303,746,000 after purchasing an additional 2,933,063 shares during the period. Venturi Wealth Management LLC grew its holdings in iShares Core S&P U.S. Value ETF by 455.2% during the fourth quarter. Venturi Wealth Management LLC now owns 1,297,346 shares of the company’s stock worth $133,030,000 after purchasing an additional 1,063,672 shares during the period. Sequoia Financial Advisors LLC grew its holdings in iShares Core S&P U.S. Value ETF by 8,501.9% during the fourth quarter. Sequoia Financial Advisors LLC now owns 695,290 shares of the company’s stock worth $71,295,000 after purchasing an additional 687,207 shares during the period. Finally, LPL Financial LLC grew its holdings in iShares Core S&P U.S. Value ETF by 3.6% during the fourth quarter. LPL Financial LLC now owns 16,406,531 shares of the company’s stock worth $1,682,326,000 after purchasing an additional 569,611 shares during the period.

iShares Core S&P U.S. Value ETF Stock Down 0.8%

Shares of NASDAQ:IUSV opened at $108.91 on Thursday. iShares Core S&P U.S. Value ETF has a 12-month low of $91.88 and a 12-month high of $111.14. The stock has a market cap of $25.78 billion, a PE ratio of 20.41 and a beta of 0.83. The business has a 50 day moving average of $107.53 and a 200-day moving average of $105.36.

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

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, March 17th were issued a dividend of $0.3925 per share. This represents a $1.57 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Tuesday, March 17th.

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

(Free Report)

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.