Bernardo Wealth Planning LLC Makes New $213,000 Investment in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by Hanz Christensen on Apr 9th, 2024

Bernardo Wealth Planning LLC purchased a new position in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 2,044 shares of the company’s stock, valued at approximately $213,000.

Several other hedge funds have also bought and sold shares of IUSG. Castleview Partners LLC purchased a new stake in iShares Core S&P U.S. Growth ETF in the 3rd quarter worth about $28,000. Aptus Capital Advisors LLC grew its stake in iShares Core S&P U.S. Growth ETF by 125.4% in the 3rd quarter. Aptus Capital Advisors LLC now owns 311 shares of the company’s stock worth $29,000 after acquiring an additional 173 shares in the last quarter. Authentikos Wealth Advisory LLC bought a new position in iShares Core S&P U.S. Growth ETF in the 3rd quarter worth about $32,000. Washington Trust Advisors Inc. grew its stake in iShares Core S&P U.S. Growth ETF by 214.3% in the 3rd quarter. Washington Trust Advisors Inc. now owns 352 shares of the company’s stock worth $33,000 after acquiring an additional 240 shares in the last quarter. Finally, Winch Advisory Services LLC bought a new position in iShares Core S&P U.S. Growth ETF in the 3rd quarter worth about $36,000.

iShares Core S&P U.S. Growth ETF Stock Down 0.0 %

Shares of NASDAQ IUSG traded down $0.01 during midday trading on Monday, reaching $116.89. 764,420 shares of the company’s stock traded hands, compared to its average volume of 534,706. The stock’s 50 day simple moving average is $114.33 and its 200-day simple moving average is $104.96. iShares Core S&P U.S. Growth ETF has a one year low of $87.64 and a one year high of $118.45. The company has a market cap of $16.87 billion, a price-to-earnings ratio of 21.59 and a beta of 1.06.

iShares Core S&P U.S. Growth ETF Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 27th. Stockholders of record on Friday, March 22nd were paid a dividend of $0.1667 per share. The ex-dividend date of this dividend was Thursday, March 21st. This represents a $0.67 dividend on an annualized basis and a dividend yield of 0.57%.

iShares Core S&P U.S. Growth ETF Company Profile

(Free Report)

The iShares Core S&P U.S. Growth ETF (IUSG) is an exchange-traded fund that is based on the S&P 900 Growth index. The fund tracks an index of US large- and mid-cap growth stocks. The index selects from stocks ranked 1-3000 by market cap based on fundamental growth factors. IUSG was launched on Jul 24, 2000 and is managed by BlackRock.