Montag A & Associates Inc. increased its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 11.8% in the first quarter, according to its recent Form 13F filing with the Securities and Exchange Commission. The firm now owns 26,558 shares of the ETF, valued at $2,402,000.
Other large investors have also made changes to their holdings of IUSV. New South Capital Management Inc. acquired a new stake worth $241,000, while Oppenheimer & Co. Inc. and PFG Advisors increased their positions in the ETF. Wealthspire Advisors LLC and Motive Wealth Advisors also entered the market with new positions.
The stock of iShares Core S&P U.S. Value ETF rose by 0.5% on Monday, reaching $90.48 per share. The ETF has a market capitalization of $17.91 billion and a PE ratio of 22.96. It has a 12-month low of $71.27 and a high of $90.72.
A quarterly dividend of $0.4205 was paid to investors on June 17th, with an annualized dividend of $1.68 and a yield of 1.86%.
The iShares Core S&P U.S. Value ETF is an exchange-traded fund based on the S&P 900 Value index, tracking large- and mid-cap value stocks in the US. It was launched on July 24, 2000, and is managed by BlackRock.
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