iShares Core S&P U.S. Value ETF $IUSV Stock Position Boosted by Canandaigua National Trust Co of Florida

Canandaigua National Trust Co of Florida boosted its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 15.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 68,178 shares of the company’s stock after purchasing an additional 9,213 shares during the quarter. iShares Core S&P U.S. Value ETF comprises 4.6% of Canandaigua National Trust Co of Florida’s investment portfolio, making the stock its 3rd largest holding. Canandaigua National Trust Co of Florida’s holdings in iShares Core S&P U.S. Value ETF were worth $6,452,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of IUSV. CHURCHILL MANAGEMENT Corp purchased a new stake in iShares Core S&P U.S. Value ETF in the 1st quarter valued at $173,252,000. LPL Financial LLC raised its position in iShares Core S&P U.S. Value ETF by 4.4% in the 1st quarter. LPL Financial LLC now owns 14,434,118 shares of the company’s stock valued at $1,332,125,000 after purchasing an additional 612,628 shares during the last quarter. Merit Financial Group LLC raised its position in iShares Core S&P U.S. Value ETF by 33.6% in the 1st quarter. Merit Financial Group LLC now owns 2,409,463 shares of the company’s stock valued at $222,369,000 after purchasing an additional 606,410 shares during the last quarter. Jones Financial Companies Lllp raised its position in iShares Core S&P U.S. Value ETF by 12.2% in the 1st quarter. Jones Financial Companies Lllp now owns 4,831,365 shares of the company’s stock valued at $441,698,000 after purchasing an additional 524,480 shares during the last quarter. Finally, Venturi Wealth Management LLC raised its position in iShares Core S&P U.S. Value ETF by 74.7% in the 1st quarter. Venturi Wealth Management LLC now owns 1,214,358 shares of the company’s stock valued at $112,073,000 after purchasing an additional 519,136 shares during the last quarter.

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

IUSV stock opened at $98.91 on Monday. iShares Core S&P U.S. Value ETF has a 12 month low of $80.14 and a 12 month high of $100.29. The company has a fifty day moving average price of $97.03 and a 200 day moving average price of $93.05. The company has a market cap of $21.84 billion, a price-to-earnings ratio of 20.41 and a beta of 0.95.

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