Bank Julius Baer & Co. Ltd Zurich Lowers Stock Position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Bank Julius Baer & Co. Ltd Zurich lessened its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 1.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 198,207 shares of the company’s stock after selling 2,336 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich’s holdings in iShares Core S&P U.S. Value ETF were worth $16,715,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of IUSV. Syon Capital LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF in the 3rd quarter worth approximately $1,635,000. Pure Financial Advisors LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF by 3.9% during the 4th quarter. Pure Financial Advisors LLC now owns 8,875 shares of the company’s stock worth $748,000 after purchasing an additional 337 shares during the period. ERTS Wealth Advisors LLC raised its position in shares of iShares Core S&P U.S. Value ETF by 0.4% in the 4th quarter. ERTS Wealth Advisors LLC now owns 230,065 shares of the company’s stock worth $19,401,000 after buying an additional 995 shares during the period. Perigon Wealth Management LLC raised its position in shares of iShares Core S&P U.S. Value ETF by 3.2% in the 4th quarter. Perigon Wealth Management LLC now owns 54,461 shares of the company’s stock worth $4,593,000 after buying an additional 1,682 shares during the period. Finally, Dfpg Investments LLC purchased a new position in shares of iShares Core S&P U.S. Value ETF in the 4th quarter worth $842,000.

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

Shares of IUSV traded down $0.17 during trading hours on Friday, hitting $87.12. The stock had a trading volume of 403,145 shares, compared to its average volume of 638,589. The firm has a market cap of $16.74 billion, a P/E ratio of 22.53 and a beta of 0.95. The company’s fifty day simple moving average is $87.75 and its 200 day simple moving average is $83.05. iShares Core S&P U.S. Value ETF has a 12-month low of $71.27 and a 12-month high of $90.64.

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

The company also recently announced a quarterly dividend, which was paid on Wednesday, March 27th. Investors of record on Friday, March 22nd were given a $0.4397 dividend. This represents a $1.76 annualized dividend and a dividend yield of 2.02%. The ex-dividend date was Thursday, March 21st.

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.