Morton Brown Family Wealth LLC Sells 212 Shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Morton Brown Family Wealth LLC trimmed its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 26.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 578 shares of the company’s stock after selling 212 shares during the period. Morton Brown Family Wealth LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $54,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Sweeney & Michel LLC increased its position 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 worth $481,000 after buying an additional 127 shares during the last quarter. SFG Wealth Management LLC. lifted its holdings in iShares Core S&P U.S. Value ETF by 3.2% during the fourth 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 during the last quarter. Berry Wealth Group LP boosted its position in iShares Core S&P U.S. Value ETF by 6.2% during the fourth quarter. Berry Wealth Group LP now owns 2,520 shares of the company’s stock worth $233,000 after purchasing an additional 147 shares during the period. Sovereign Financial Group Inc. raised its position in shares of iShares Core S&P U.S. Value ETF by 1.0% in the fourth quarter. Sovereign Financial Group Inc. now owns 15,462 shares of the company’s stock valued at $1,432,000 after purchasing an additional 150 shares during the period. Finally, New Century Financial Group LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF by 5.4% during the 4th quarter. New Century Financial Group LLC now owns 3,190 shares of the company’s stock valued at $296,000 after buying an additional 162 shares in the last quarter.

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

NASDAQ:IUSV opened at $95.39 on Tuesday. iShares Core S&P U.S. Value ETF has a 52-week low of $85.14 and a 52-week high of $100.29. The business’s fifty day moving average is $94.27 and its 200 day moving average is $94.79. The firm has a market cap of $20.11 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95.

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 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.