Amplius Wealth Advisors LLC Has $8.77 Million Stock Holdings in iShares Core S&P U.S. Value ETF $IUSV

Amplius Wealth Advisors LLC decreased its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 27.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 87,703 shares of the company’s stock after selling 33,562 shares during the period. iShares Core S&P U.S. Value ETF makes up 0.8% of Amplius Wealth Advisors LLC’s holdings, making the stock its 24th largest position. Amplius Wealth Advisors LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $8,766,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Symphony Financial Ltd. Co. increased its holdings in iShares Core S&P U.S. Value ETF by 2,455.4% in the second quarter. Symphony Financial Ltd. Co. now owns 2,438,808 shares of the company’s stock valued at $230,894,000 after purchasing an additional 2,343,370 shares during the last quarter. Bank of America Corp DE boosted its holdings in iShares Core S&P U.S. Value ETF by 3.0% during the second quarter. Bank of America Corp DE now owns 74,402,651 shares of the company’s stock worth $7,040,723,000 after buying an additional 2,194,422 shares during the last quarter. Foster Group Inc. acquired a new position in shares of iShares Core S&P U.S. Value ETF during the 3rd quarter worth about $103,889,000. Envestnet Asset Management Inc. grew its position in shares of iShares Core S&P U.S. Value ETF by 14.2% during the 2nd quarter. Envestnet Asset Management Inc. now owns 5,252,441 shares of the company’s stock worth $497,039,000 after buying an additional 653,023 shares during the period. Finally, Jones Financial Companies Lllp increased its stake in shares of 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 acquiring an additional 524,480 shares during the last quarter.

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

iShares Core S&P U.S. Value ETF stock opened at $102.54 on Friday. The company’s 50 day simple moving average is $101.90 and its 200 day simple moving average is $98.93. iShares Core S&P U.S. Value ETF has a fifty-two week low of $80.14 and a fifty-two week high of $104.11. The firm has a market capitalization of $23.84 billion, a price-to-earnings ratio of 20.41 and a beta of 0.90.

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

The company also recently declared a quarterly dividend, which was paid on Friday, December 19th. Stockholders of record on Tuesday, December 16th were given a dividend of $0.5515 per share. This is a positive change from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.47. This represents a $2.21 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Tuesday, December 16th.

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.