Legacy Financial Strategies LLC Boosts Stake in iShares Russell 3000 Value Index (IUSV)

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Legacy Financial Strategies LLC grew its holdings in iShares Russell 3000 Value Index (BMV:IUSV) by 48.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,884 shares of the company’s stock after acquiring an additional 4,203 shares during the quarter. iShares Russell 3000 Value Index accounts for 0.6% of Legacy Financial Strategies LLC’s portfolio, making the stock its 17th largest holding. Legacy Financial Strategies LLC’s holdings in iShares Russell 3000 Value Index were worth $632,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of IUSV. IHT Wealth Management LLC raised its stake in iShares Russell 3000 Value Index by 11.1% during the fourth quarter. IHT Wealth Management LLC now owns 119,417 shares of the company’s stock worth $5,862,000 after acquiring an additional 11,918 shares in the last quarter. Edge Capital Group LLC bought a new stake in shares of iShares Russell 3000 Value Index during the fourth quarter worth $6,941,000. BDO Wealth Advisors LLC grew its holdings in shares of iShares Russell 3000 Value Index by 12.1% during the fourth quarter. BDO Wealth Advisors LLC now owns 2,512 shares of the company’s stock worth $123,000 after purchasing an additional 272 shares during the last quarter. MML Investors Services LLC grew its holdings in shares of iShares Russell 3000 Value Index by 12.9% during the fourth quarter. MML Investors Services LLC now owns 64,132 shares of the company’s stock worth $3,148,000 after purchasing an additional 7,317 shares during the last quarter. Finally, Bank of America Corp DE grew its holdings in shares of iShares Russell 3000 Value Index by 14.7% during the fourth quarter. Bank of America Corp DE now owns 29,537,875 shares of the company’s stock worth $1,450,015,000 after purchasing an additional 3,793,427 shares during the last quarter.

iShares Russell 3000 Value Index has a 1-year low of $905.35 and a 1-year high of $1,088.00.

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 26th. Investors of record on Thursday, March 21st will be issued a $0.3116 dividend. This represents a $1.25 annualized dividend and a yield of ∞. The ex-dividend date is Wednesday, March 20th.

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Institutional Ownership by Quarter for iShares Russell 3000 Value Index (BMV:IUSV)

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