Global Retirement Partners LLC Takes Position in iShares MSCI USA Value Factor ETF $VLUE

Global Retirement Partners LLC bought a new position in iShares MSCI USA Value Factor ETF (BATS:VLUE) during the 2nd quarter, Holdings Channel reports. The institutional investor bought 4,706 shares of the company’s stock, valued at approximately $533,000.

Other large investors have also added to or reduced their stakes in the company. Mullooly Asset Management Inc. boosted its stake in shares of iShares MSCI USA Value Factor ETF by 1.5% in the 2nd quarter. Mullooly Asset Management Inc. now owns 239,609 shares of the company’s stock worth $27,126,000 after buying an additional 3,482 shares during the last quarter. Mason Investment Advisory Services Inc. lifted its holdings in iShares MSCI USA Value Factor ETF by 1.0% in the second quarter. Mason Investment Advisory Services Inc. now owns 4,664,066 shares of the company’s stock valued at $528,019,000 after acquiring an additional 48,386 shares during the period. Avantax Advisory Services Inc. lifted its holdings in iShares MSCI USA Value Factor ETF by 5.9% in the first quarter. Avantax Advisory Services Inc. now owns 13,545 shares of the company’s stock valued at $1,445,000 after acquiring an additional 757 shares during the period. JDH Wealth Management LLC boosted its position in iShares MSCI USA Value Factor ETF by 12.3% in the second quarter. JDH Wealth Management LLC now owns 17,838 shares of the company’s stock worth $2,019,000 after purchasing an additional 1,954 shares during the last quarter. Finally, Alpha Omega Wealth Management LLC grew its stake in shares of iShares MSCI USA Value Factor ETF by 6.2% during the 2nd quarter. Alpha Omega Wealth Management LLC now owns 2,336 shares of the company’s stock valued at $264,000 after purchasing an additional 137 shares during the period.

iShares MSCI USA Value Factor ETF Stock Up 25.1%

BATS VLUE opened at $133.66 on Friday. The company has a 50-day moving average price of $127.93 and a 200-day moving average price of $118.87. iShares MSCI USA Value Factor ETF has a 52 week low of $91.80 and a 52 week high of $116.51. The firm has a market capitalization of $7.88 billion, a P/E ratio of 13.34 and a beta of 0.97.

iShares MSCI USA Value Factor ETF Company Profile

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.