Western Wealth Management LLC Has $2.01 Million Position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Western Wealth Management LLC raised its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 8.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,829 shares of the company’s stock after buying an additional 1,789 shares during the quarter. Western Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $2,010,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. LPL Financial LLC increased its stake in shares of iShares Core S&P U.S. Value ETF by 1.4% in the third quarter. LPL Financial LLC now owns 11,555,375 shares of the company’s stock valued at $862,262,000 after buying an additional 163,316 shares during the period. Moneta Group Investment Advisors LLC increased its stake in shares of iShares Core S&P U.S. Value ETF by 104,825.1% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 10,540,776 shares of the company’s stock valued at $744,495,000 after buying an additional 10,530,730 shares during the period. Signaturefd LLC increased its stake in shares of iShares Core S&P U.S. Value ETF by 2.4% in the third quarter. Signaturefd LLC now owns 4,021,787 shares of the company’s stock valued at $300,106,000 after buying an additional 94,899 shares during the period. Aspiriant LLC grew its stake in iShares Core S&P U.S. Value ETF by 4.5% in the fourth quarter. Aspiriant LLC now owns 2,426,869 shares of the company’s stock valued at $204,660,000 after acquiring an additional 104,918 shares during the period. Finally, UBS Group AG grew its stake in iShares Core S&P U.S. Value ETF by 17.2% in the first quarter. UBS Group AG now owns 1,845,992 shares of the company’s stock valued at $140,055,000 after acquiring an additional 271,137 shares during the period.

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

iShares Core S&P U.S. Value ETF stock traded up $0.63 during mid-day trading on Friday, reaching $86.21. The stock had a trading volume of 135,904 shares, compared to its average volume of 644,043. iShares Core S&P U.S. Value ETF has a fifty-two week low of $71.27 and a fifty-two week high of $90.64. The stock’s 50-day simple moving average is $87.56 and its 200-day simple moving average is $82.58. The firm has a market capitalization of $16.47 billion, a PE ratio of 22.95 and a beta of 0.95.

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

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Investors of record on Friday, March 22nd were issued a dividend of $0.4397 per share. The ex-dividend date was Thursday, March 21st. This represents a $1.76 dividend on an annualized basis and a yield of 2.04%.

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

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.