Amplius Wealth Advisors LLC Has $11.63 Million Stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Amplius Wealth Advisors LLC trimmed its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 3.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 121,819 shares of the company’s stock after selling 4,478 shares during the period. iShares Core S&P U.S. Value ETF accounts for 1.3% of Amplius Wealth Advisors LLC’s investment portfolio, making the stock its 26th biggest holding. Amplius Wealth Advisors LLC owned 0.06% of iShares Core S&P U.S. Value ETF worth $11,633,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the company. SageView Advisory Group LLC acquired a new position in shares of iShares Core S&P U.S. Value ETF in the 4th quarter valued at about $307,000. Mather Group LLC. purchased a new position in iShares Core S&P U.S. Value ETF during the first quarter valued at approximately $50,000. Bank of New Hampshire increased its stake in iShares Core S&P U.S. Value ETF by 46.1% in the 1st quarter. Bank of New Hampshire now owns 1,308 shares of the company’s stock valued at $118,000 after buying an additional 413 shares during the period. Legacy Financial Strategies LLC lifted its position in iShares Core S&P U.S. Value ETF by 1.4% in the 1st quarter. Legacy Financial Strategies LLC now owns 20,746 shares of the company’s stock worth $1,876,000 after buying an additional 290 shares in the last quarter. Finally, Legacy Financial Group LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF during the 1st quarter valued at $6,868,000.

iShares Core S&P U.S. Value ETF Stock Up 0.9 %

iShares Core S&P U.S. Value ETF stock opened at $97.25 on Thursday. iShares Core S&P U.S. Value ETF has a 12 month low of $71.27 and a 12 month high of $97.32. The stock has a market cap of $19.76 billion, a P/E ratio of 22.96 and a beta of 0.95. The company’s fifty day simple moving average is $93.90 and its 200-day simple moving average is $90.50.

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

The company also recently announced a dividend, which was paid on Monday, September 30th. Shareholders of record on Wednesday, September 25th were paid a $0.5824 dividend. The ex-dividend date of this dividend was Wednesday, September 25th. This is an increase from iShares Core S&P U.S. Value ETF’s previous dividend of $0.44.

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