Eldridge Investment Advisors Inc. Increases Stock Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Eldridge Investment Advisors Inc. increased its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 760.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 95,594 shares of the company’s stock after buying an additional 84,485 shares during the quarter. iShares Core S&P U.S. Value ETF accounts for about 2.1% of Eldridge Investment Advisors Inc.’s portfolio, making the stock its 12th largest position. Eldridge Investment Advisors Inc. owned approximately 0.05% of iShares Core S&P U.S. Value ETF worth $8,061,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. LPL Financial LLC grew its stake in iShares Core S&P U.S. Value ETF by 1.4% during the 3rd quarter. LPL Financial LLC now owns 11,555,375 shares of the company’s stock worth $862,262,000 after buying an additional 163,316 shares during the last quarter. Signaturefd LLC grew its stake in iShares Core S&P U.S. Value ETF by 4.9% during the 4th quarter. Signaturefd LLC now owns 4,218,026 shares of the company’s stock valued at $355,706,000 after purchasing an additional 196,239 shares during the last quarter. Aspiriant LLC grew its stake in iShares Core S&P U.S. Value ETF by 4.5% during the 4th quarter. Aspiriant LLC now owns 2,426,869 shares of the company’s stock valued at $204,660,000 after purchasing an additional 104,918 shares during the last quarter. Commonwealth Equity Services LLC grew its stake in iShares Core S&P U.S. Value ETF by 1.3% during the 4th quarter. Commonwealth Equity Services LLC now owns 1,387,164 shares of the company’s stock valued at $116,980,000 after purchasing an additional 18,419 shares during the last quarter. Finally, Venturi Wealth Management LLC grew its stake in iShares Core S&P U.S. Value ETF by 53.3% during the 3rd quarter. Venturi Wealth Management LLC now owns 826,452 shares of the company’s stock valued at $61,673,000 after purchasing an additional 287,294 shares during the last quarter.

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

iShares Core S&P U.S. Value ETF stock traded up $0.59 during trading hours on Thursday, hitting $86.85. 317,422 shares of the stock traded hands, compared to its average volume of 633,935. The firm’s 50 day moving average price is $87.83 and its 200-day moving average price is $83.44. The stock has a market capitalization of $16.73 billion, a price-to-earnings ratio of 22.53 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 1 year low of $71.27 and a 1 year high of $90.64.

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

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Shareholders of record on Friday, March 22nd were paid a dividend of $0.4397 per share. The ex-dividend date was Thursday, March 21st. This represents a $1.76 annualized dividend and a yield of 2.03%.

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.