BostonPremier Wealth LLC Lowers Stock Holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE)

BostonPremier Wealth LLC cut its holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 27.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,595 shares of the company’s stock after selling 1,350 shares during the quarter. BostonPremier Wealth LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $383,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in VLUE. BCGM Wealth Management LLC lifted its holdings in iShares MSCI USA Value Factor ETF by 3.0% in the 4th quarter. BCGM Wealth Management LLC now owns 3,303 shares of the company’s stock valued at $349,000 after purchasing an additional 97 shares in the last quarter. Sound Income Strategies LLC grew its stake in iShares MSCI USA Value Factor ETF by 17.4% during the 1st quarter. Sound Income Strategies LLC now owns 798 shares of the company’s stock valued at $85,000 after acquiring an additional 118 shares in the last quarter. Physician Wealth Advisors Inc. grew its stake in iShares MSCI USA Value Factor ETF by 2.1% during the 4th quarter. Physician Wealth Advisors Inc. now owns 9,534 shares of the company’s stock valued at $1,007,000 after acquiring an additional 195 shares in the last quarter. MML Investors Services LLC raised its holdings in iShares MSCI USA Value Factor ETF by 0.4% in the 4th quarter. MML Investors Services LLC now owns 56,190 shares of the company’s stock valued at $5,934,000 after acquiring an additional 202 shares during the last quarter. Finally, Eagle Strategies LLC lifted its stake in iShares MSCI USA Value Factor ETF by 1.2% in the 4th quarter. Eagle Strategies LLC now owns 18,006 shares of the company’s stock worth $1,902,000 after purchasing an additional 212 shares in the last quarter.

iShares MSCI USA Value Factor ETF Price Performance

VLUE stock opened at $109.04 on Wednesday. The business has a 50 day simple moving average of $105.07 and a 200-day simple moving average of $107.02. The firm has a market capitalization of $6.45 billion, a PE ratio of 14.12 and a beta of 0.97. iShares MSCI USA Value Factor ETF has a 1 year low of $91.80 and a 1 year high of $115.88.

About iShares MSCI USA Value Factor ETF

The iShares MSCI USA Value Factor ETF (VLUE) is an exchange-traded fund that is based on the MSCI USA Enhanced Value index. The fund tracks an index of large- and mid-cap US equities. Stocks are selected and weighted using fundamental metrics (earnings, revenue, book value and cash earnings), aiming for exposure to undervalued stocks in each sector.