Veracity Capital LLC Has $33.45 Million Stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Posted by Eileen French on Jan 24th, 2025

Veracity Capital LLC boosted its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 4.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 361,234 shares of the company’s stock after acquiring an additional 15,485 shares during the period. iShares Core S&P U.S. Value ETF accounts for approximately 12.1% of Veracity Capital LLC’s holdings, making the stock its 2nd biggest holding. Veracity Capital LLC owned 0.17% of iShares Core S&P U.S. Value ETF worth $33,447,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in IUSV. Baron Silver Stevens Financial Advisors LLC grew its holdings in shares of iShares Core S&P U.S. Value ETF by 12.6% during the 4th quarter. Baron Silver Stevens Financial Advisors LLC now owns 2,575 shares of the company’s stock worth $238,000 after acquiring an additional 288 shares during the period. Mutual Advisors LLC boosted its position in shares of iShares Core S&P U.S. Value ETF by 5.0% during the fourth quarter. Mutual Advisors LLC now owns 52,295 shares of the company’s stock valued at $4,896,000 after purchasing an additional 2,480 shares in the last quarter. Janney Montgomery Scott LLC grew its stake in iShares Core S&P U.S. Value ETF by 14.7% in the fourth quarter. Janney Montgomery Scott LLC now owns 69,220 shares of the company’s stock worth $6,409,000 after purchasing an additional 8,861 shares during the period. Finley Financial LLC bought a new position in iShares Core S&P U.S. Value ETF in the fourth quarter worth $60,000. Finally, ERTS Wealth Advisors LLC lifted its position in iShares Core S&P U.S. Value ETF by 1.7% during the fourth quarter. ERTS Wealth Advisors LLC now owns 119,327 shares of the company’s stock valued at $11,049,000 after buying an additional 2,014 shares during the period.

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

NASDAQ:IUSV opened at $95.41 on Friday. The firm’s 50-day moving average price is $95.36 and its 200-day moving average price is $94.19. The company has a market capitalization of $20.37 billion, a PE ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 1-year low of $83.74 and a 1-year high of $100.29.

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

The firm also recently disclosed a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were issued a $0.5456 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

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

(Free Report)

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.