Waterloo Capital L.P. Has $614,000 Stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Waterloo Capital L.P. trimmed its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 8.3% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,963 shares of the company’s stock after selling 633 shares during the period. Waterloo Capital L.P.’s holdings in iShares Core S&P U.S. Value ETF were worth $614,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of IUSV. Canandaigua National Bank & Trust Co. bought a new position in shares of iShares Core S&P U.S. Value ETF in the second quarter worth about $57,066,000. LPL Financial LLC raised its holdings in iShares Core S&P U.S. Value ETF by 5.2% during the 2nd quarter. LPL Financial LLC now owns 12,934,444 shares of the company’s stock worth $1,139,913,000 after purchasing an additional 637,572 shares during the last quarter. Corient Private Wealth LLC raised its holdings in iShares Core S&P U.S. Value ETF by 675.1% during the 4th quarter. Corient Private Wealth LLC now owns 699,481 shares of the company’s stock worth $58,987,000 after purchasing an additional 609,238 shares during the last quarter. Jones Financial Companies Lllp raised its holdings in iShares Core S&P U.S. Value ETF by 14.5% during the 4th quarter. Jones Financial Companies Lllp now owns 2,730,186 shares of the company’s stock worth $230,237,000 after purchasing an additional 345,707 shares during the last quarter. Finally, Aspiriant LLC raised its holdings in iShares Core S&P U.S. Value ETF by 13.5% during the 1st quarter. Aspiriant LLC now owns 2,755,107 shares of the company’s stock worth $249,174,000 after purchasing an additional 328,238 shares during the last quarter.

iShares Core S&P U.S. Value ETF Stock Down 0.3 %

Shares of IUSV stock opened at $94.49 on Thursday. The company has a market cap of $18.80 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 52 week low of $71.27 and a 52 week high of $95.62. The firm has a 50 day moving average of $91.94 and a 200-day moving average of $89.54.

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.