Client 1ST Advisory Group LLC Takes $1.15 Million Position in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Client 1ST Advisory Group LLC purchased a new stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 10,908 shares of the company’s stock, valued at approximately $1,152,000.

Several other hedge funds also recently added to or reduced their stakes in VLUE. Northwestern Mutual Wealth Management Co. grew its stake in shares of iShares MSCI USA Value Factor ETF by 2.6% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 18,858,245 shares of the company’s stock valued at $1,951,785,000 after buying an additional 480,177 shares during the last quarter. Mason Investment Advisory Services Inc. grew its position in iShares MSCI USA Value Factor ETF by 0.4% in the 3rd quarter. Mason Investment Advisory Services Inc. now owns 4,509,184 shares of the company’s stock valued at $491,681,000 after acquiring an additional 19,941 shares during the last quarter. Wharton Business Group LLC increased its stake in iShares MSCI USA Value Factor ETF by 15.6% in the third quarter. Wharton Business Group LLC now owns 1,290,421 shares of the company’s stock worth $140,708,000 after purchasing an additional 174,330 shares during the period. Cerity Partners LLC lifted its position in shares of iShares MSCI USA Value Factor ETF by 2.8% during the third quarter. Cerity Partners LLC now owns 729,032 shares of the company’s stock worth $79,494,000 after purchasing an additional 19,749 shares during the last quarter. Finally, Kathmere Capital Management LLC boosted its stake in shares of iShares MSCI USA Value Factor ETF by 3.1% during the fourth quarter. Kathmere Capital Management LLC now owns 455,056 shares of the company’s stock valued at $48,058,000 after purchasing an additional 13,823 shares during the period.

iShares MSCI USA Value Factor ETF Price Performance

VLUE stock opened at $109.74 on Monday. iShares MSCI USA Value Factor ETF has a 12 month low of $71.21 and a 12 month high of $89.40. The firm’s 50-day moving average is $109.56 and its 200 day moving average is $107.82. The company has a market capitalization of $7.41 billion, a PE ratio of 13.26 and a beta of 0.87.

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.