iShares Core S&P U.S. Value ETF $IUSV Shares Acquired by Confluence Investment Management LLC

Confluence Investment Management LLC increased its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 63.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 125,563 shares of the company’s stock after acquiring an additional 48,958 shares during the period. Confluence Investment Management LLC owned approximately 0.06% of iShares Core S&P U.S. Value ETF worth $11,882,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. Howe & Rusling Inc. raised its stake in shares of iShares Core S&P U.S. Value ETF by 12.8% in the first quarter. Howe & Rusling Inc. now owns 267,832 shares of the company’s stock valued at $24,718,000 after acquiring an additional 30,363 shares in the last quarter. Modern Wealth Management LLC increased its holdings in iShares Core S&P U.S. Value ETF by 1.2% in the first quarter. Modern Wealth Management LLC now owns 99,495 shares of the company’s stock valued at $9,182,000 after buying an additional 1,178 shares during the last quarter. Jones Financial Companies Lllp increased its holdings in iShares Core S&P U.S. Value ETF by 12.2% in the first quarter. Jones Financial Companies Lllp now owns 4,831,365 shares of the company’s stock valued at $441,698,000 after buying an additional 524,480 shares during the last quarter. Geneos Wealth Management Inc. increased its holdings in iShares Core S&P U.S. Value ETF by 8.2% in the first quarter. Geneos Wealth Management Inc. now owns 22,584 shares of the company’s stock valued at $2,084,000 after buying an additional 1,712 shares during the last quarter. Finally, Focus Partners Wealth increased its holdings in iShares Core S&P U.S. Value ETF by 0.3% in the first quarter. Focus Partners Wealth now owns 413,202 shares of the company’s stock valued at $38,135,000 after buying an additional 1,355 shares during the last quarter.

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

NASDAQ:IUSV opened at $98.91 on Friday. The firm has a market capitalization of $21.84 billion, a PE ratio of 20.41 and a beta of 0.95. The business’s fifty day moving average price is $97.03 and its 200 day moving average price is $93.07. iShares Core S&P U.S. Value ETF has a 12 month low of $80.14 and a 12 month high of $100.29.

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

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.