Lutz Financial Services LLC Decreases Stock Position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Lutz Financial Services LLC cut its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 0.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 113,319 shares of the company’s stock after selling 953 shares during the quarter. Lutz Financial Services LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $10,492,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the company. LPL Financial LLC boosted its stake in iShares Core S&P U.S. Value ETF by 3.2% during the 3rd quarter. LPL Financial LLC now owns 13,352,079 shares of the company’s stock valued at $1,274,990,000 after acquiring an additional 417,635 shares during the last quarter. Aspiriant LLC boosted its stake in iShares Core S&P U.S. Value ETF by 13.8% during the 4th quarter. Aspiriant LLC now owns 3,266,064 shares of the company’s stock valued at $302,405,000 after acquiring an additional 396,158 shares during the last quarter. Kestra Investment Management LLC boosted its stake in iShares Core S&P U.S. Value ETF by 11.4% during the 4th quarter. Kestra Investment Management LLC now owns 2,586,389 shares of the company’s stock valued at $239,474,000 after acquiring an additional 265,001 shares during the last quarter. Life Planning Partners Inc boosted its stake in iShares Core S&P U.S. Value ETF by 9,159.0% during the 4th quarter. Life Planning Partners Inc now owns 2,267,622 shares of the company’s stock valued at $209,959,000 after acquiring an additional 2,243,131 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its stake in iShares Core S&P U.S. Value ETF by 13.3% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,862,473 shares of the company’s stock valued at $177,848,000 after acquiring an additional 219,149 shares during the last quarter.

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

NASDAQ IUSV opened at $95.27 on Friday. iShares Core S&P U.S. Value ETF has a 12 month low of $85.17 and a 12 month high of $100.29. The company has a market capitalization of $20.08 billion, a price-to-earnings ratio of 22.14 and a beta of 0.95. The company’s fifty day moving average price is $94.22 and its two-hundred day moving average price is $94.94.

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

The business also recently disclosed a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were paid a dividend of $0.5456 per share. The ex-dividend date was Tuesday, December 17th.

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.