Pinnacle Wealth Planning Services Inc. Acquires New Stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Posted by Nicole Kennedy on Mar 8th, 2025

Pinnacle Wealth Planning Services Inc. acquired a new stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 3,087 shares of the company’s stock, valued at approximately $286,000.

A number of other large investors have also made changes to their positions in IUSV. Capital Performance Advisors LLP acquired a new stake in shares of iShares Core S&P U.S. Value ETF during the third quarter valued at $32,000. Mogy Joel R Investment Counsel Inc. boosted its stake in iShares Core S&P U.S. Value ETF by 278.8% in the 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock worth $35,000 after buying an additional 276 shares during the last quarter. Hager Investment Management Services LLC acquired a new stake in iShares Core S&P U.S. Value ETF in the 4th quarter worth about $36,000. Global Wealth Strategies & Associates boosted its stake in iShares Core S&P U.S. Value ETF by 293.6% in the 4th quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock worth $40,000 after buying an additional 320 shares during the last quarter. Finally, Hoese & Co LLP acquired a new stake in iShares Core S&P U.S. Value ETF in the 4th quarter worth about $41,000.

iShares Core S&P U.S. Value ETF Trading Up 0.8 %

Shares of NASDAQ:IUSV opened at $94.05 on Friday. The stock’s 50-day moving average price is $94.37 and its two-hundred day moving average price is $95.17. 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 firm has a market cap of $19.83 billion, a price-to-earnings ratio of 22.14 and a beta of 0.95.

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

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

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

(Free Report)

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.