Legacy Wealth Managment LLC ID lifted its stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 524.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,298 shares of the company’s stock after buying an additional 5,289 shares during the period. Legacy Wealth Managment LLC ID’s holdings in iShares MSCI USA Value Factor ETF were worth $1,258,000 at the end of the most recent quarter.
A number of other large investors have also recently made changes to their positions in VLUE. Sound Income Strategies LLC lifted its position in iShares MSCI USA Value Factor ETF by 14.0% during the 1st quarter. Sound Income Strategies LLC now owns 554 shares of the company’s stock worth $80,000 after acquiring an additional 68 shares during the period. GAMMA Investing LLC increased its holdings in shares of iShares MSCI USA Value Factor ETF by 61.4% in the second quarter. GAMMA Investing LLC now owns 205 shares of the company’s stock valued at $41,000 after purchasing an additional 78 shares during the period. Financial Engines Advisors L.L.C. raised its stake in shares of iShares MSCI USA Value Factor ETF by 2.6% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 3,383 shares of the company’s stock worth $463,000 after purchasing an additional 86 shares during the last quarter. Stokes Family Office LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 2.8% during the fourth quarter. Stokes Family Office LLC now owns 3,780 shares of the company’s stock worth $517,000 after purchasing an additional 103 shares during the period. Finally, Comerica Bank boosted its position in iShares MSCI USA Value Factor ETF by 0.8% in the third quarter. Comerica Bank now owns 12,753 shares of the company’s stock valued at $1,595,000 after buying an additional 104 shares during the last quarter.
iShares MSCI USA Value Factor ETF Price Performance
BATS:VLUE opened at $203.87 on Friday. iShares MSCI USA Value Factor ETF has a 1-year low of $118.58 and a 1-year high of $206.57. The firm has a market capitalization of $12.02 billion, a P/E ratio of 13.34 and a beta of 0.97. The company’s fifty day moving average price is $196.96 and its 200-day moving average price is $177.84.
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. VLUE was launched on Apr 16, 2013 and is managed by BlackRock.
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