Sax Wealth Advisors LLC lessened its holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 10.4% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 25,451 shares of the company’s stock after selling 2,959 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $5,039,000 at the end of the most recent reporting period.
Several other institutional investors also recently modified their holdings of VLUE. GHP Investment Advisors Inc. purchased a new stake in shares of iShares MSCI USA Value Factor ETF during the first quarter valued at approximately $25,000. Continuum Advisory LLC purchased a new position in iShares MSCI USA Value Factor ETF during the 2nd quarter valued at about $32,000. Morling Financial Advisors LLC bought a new stake in shares of iShares MSCI USA Value Factor ETF during the second quarter valued at about $36,000. Western Wealth Management LLC bought a new stake in shares of iShares MSCI USA Value Factor ETF during the first quarter valued at about $41,000. Finally, GAMMA Investing LLC lifted 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 worth $41,000 after buying an additional 78 shares in the last quarter.
iShares MSCI USA Value Factor ETF Trading Down 1.2%
Shares of iShares MSCI USA Value Factor ETF stock traded down $2.28 on Tuesday, reaching $195.58. The stock had a trading volume of 199,968 shares, compared to its average volume of 1,135,829. The business’s 50 day moving average is $200.70 and its two-hundred day moving average is $187.89. iShares MSCI USA Value Factor ETF has a 1 year low of $122.66 and a 1 year high of $206.57. The company has a market cap of $11.53 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. VLUE was launched on Apr 16, 2013 and is managed by BlackRock.
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