Tennessee Valley Asset Management Partners Has $1.01 Million Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Posted by Editorial Team on Jan 27th, 2025

Tennessee Valley Asset Management Partners trimmed its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 33.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,947 shares of the company’s stock after selling 5,575 shares during the quarter. Tennessee Valley Asset Management Partners’ holdings in iShares Core S&P U.S. Value ETF were worth $1,014,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in IUSV. Valued Wealth Advisors LLC boosted its stake in iShares Core S&P U.S. Value ETF by 891.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock worth $32,000 after purchasing an additional 303 shares during the period. Capital Performance Advisors LLP purchased a new stake in shares of iShares Core S&P U.S. Value ETF in the third quarter valued at $32,000. Mogy Joel R Investment Counsel Inc. boosted its position in shares of 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 worth $35,000 after buying an additional 276 shares during the period. Global Wealth Strategies & Associates grew its holdings in shares of iShares Core S&P U.S. Value ETF by 293.6% during the fourth quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock valued at $40,000 after buying an additional 320 shares in the last quarter. Finally, Hoese & Co LLP acquired a new position in iShares Core S&P U.S. Value ETF during the fourth quarter valued at $41,000.

iShares Core S&P U.S. Value ETF Trading Down 0.2 %

Shares of iShares Core S&P U.S. Value ETF stock opened at $95.25 on Monday. 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 stock has a 50-day moving average price of $95.33 and a 200 day moving average price of $94.32. The company has a market cap of $20.22 billion, a P/E ratio of 22.96 and a beta of 0.95.

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

The business also recently declared a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were given a $0.5456 dividend. The ex-dividend date was Tuesday, December 17th.

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