iShares Core S&P U.S. Value ETF $IUSV Shares Bought by Concurrent Investment Advisors LLC

Posted by Hanz Christensen on Sep 4th, 2026

Concurrent Investment Advisors LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 9.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 173,977 shares of the company’s stock after purchasing an additional 15,382 shares during the quarter. Concurrent Investment Advisors LLC owned about 0.07% of iShares Core S&P U.S. Value ETF worth $19,164,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of IUSV. FAS Wealth Partners Inc. acquired a new position in iShares Core S&P U.S. Value ETF during the 1st quarter valued at about $29,000. Motco bought a new stake in shares of iShares Core S&P U.S. Value ETF during the 4th quarter worth about $29,000. Motiv8 Investments LLC bought a new position in shares of iShares Core S&P U.S. Value ETF in the fourth quarter valued at approximately $35,000. Physician Wealth Advisors Inc. acquired a new position in shares of iShares Core S&P U.S. Value ETF during the first quarter valued at approximately $36,000. Finally, Garton & Associates Financial Advisors LLC acquired a new position in shares of iShares Core S&P U.S. Value ETF during the fourth quarter valued at approximately $37,000.

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

Shares of NASDAQ:IUSV opened at $115.38 on Friday. iShares Core S&P U.S. Value ETF has a 12 month low of $97.64 and a 12 month high of $116.19. The stock has a market cap of $27.93 billion, a price-to-earnings ratio of 20.41 and a beta of 0.83. The stock’s 50 day moving average price is $113.08 and its 200 day moving average price is $109.01.

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

The company also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Monday, June 15th were paid a dividend of $0.4504 per share. This represents a $1.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend was Monday, June 15th. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.39.

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.