iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Purchased by Charter Oak Capital Management LLC

Charter Oak Capital Management LLC grew its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 0.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 80,374 shares of the company’s stock after purchasing an additional 727 shares during the quarter. iShares Core S&P U.S. Value ETF makes up about 0.7% of Charter Oak Capital Management LLC’s holdings, making the stock its 17th biggest position. Charter Oak Capital Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $7,442,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of IUSV. Sweeney & Michel LLC increased its holdings in iShares Core S&P U.S. Value ETF by 2.6% in the third quarter. Sweeney & Michel LLC now owns 4,946 shares of the company’s stock valued at $481,000 after buying an additional 127 shares in the last quarter. SFG Wealth Management LLC. increased its stake in iShares Core S&P U.S. Value ETF by 3.2% in the 4th quarter. SFG Wealth Management LLC. now owns 4,337 shares of the company’s stock valued at $402,000 after purchasing an additional 133 shares in the last quarter. Sovereign Financial Group Inc. raised its holdings in iShares Core S&P U.S. Value ETF by 1.0% during the fourth quarter. Sovereign Financial Group Inc. now owns 15,462 shares of the company’s stock worth $1,432,000 after purchasing an additional 150 shares during the last quarter. New Century Financial Group LLC boosted its position in iShares Core S&P U.S. Value ETF by 5.4% during the fourth quarter. New Century Financial Group LLC now owns 3,190 shares of the company’s stock worth $296,000 after purchasing an additional 162 shares in the last quarter. Finally, Silver Lake Advisory LLC grew its holdings in iShares Core S&P U.S. Value ETF by 0.8% in the fourth quarter. Silver Lake Advisory LLC now owns 22,711 shares of the company’s stock valued at $2,103,000 after purchasing an additional 180 shares during the last quarter.

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

Shares of IUSV stock opened at $96.12 on Tuesday. iShares Core S&P U.S. Value ETF has a fifty-two week low of $83.74 and a fifty-two week high of $100.29. The business has a fifty day simple moving average of $95.31 and a 200-day simple moving average of $94.37. The stock has a market cap of $20.40 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 firm also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were given a dividend of $0.5456 per share. The ex-dividend date was Tuesday, December 17th.

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

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.