WMG Financial Advisors LLC Sells 1,037 Shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

WMG Financial Advisors LLC trimmed its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 8.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,600 shares of the company’s stock after selling 1,037 shares during the quarter. WMG Financial Advisors LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $1,074,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. raised its stake in iShares Core S&P U.S. Value ETF by 13.3% in the third quarter. JPMorgan Chase & Co. now owns 1,862,473 shares of the company’s stock valued at $177,848,000 after purchasing an additional 219,149 shares in the last quarter. Janney Montgomery Scott LLC raised its stake in iShares Core S&P U.S. Value ETF by 14.7% in the fourth quarter. Janney Montgomery Scott LLC now owns 69,220 shares of the company’s stock valued at $6,409,000 after purchasing an additional 8,861 shares in the last quarter. MB Generational Wealth LLC acquired a new position in iShares Core S&P U.S. Value ETF in the third quarter valued at about $208,000. Orion Portfolio Solutions LLC raised its stake in iShares Core S&P U.S. Value ETF by 65.9% in the third quarter. Orion Portfolio Solutions LLC now owns 8,820 shares of the company’s stock valued at $842,000 after purchasing an additional 3,504 shares in the last quarter. Finally, Leavell Investment Management Inc. raised its stake in iShares Core S&P U.S. Value ETF by 50.1% in the third quarter. Leavell Investment Management Inc. now owns 3,714 shares of the company’s stock valued at $355,000 after purchasing an additional 1,240 shares in the last quarter.

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

IUSV stock opened at $94.64 on Tuesday. The company has a market cap of $19.95 billion, a PE ratio of 22.14 and a beta of 0.95. The business has a 50-day simple moving average of $94.37 and a 200 day simple moving average of $95.16. iShares Core S&P U.S. Value ETF has a 52 week low of $85.17 and a 52 week high of $100.29.

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

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