iShares MSCI USA Value Factor ETF (BATS:VLUE) Shares Purchased by MorganRosel Wealth Management LLC

MorganRosel Wealth Management LLC grew its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUEFree Report) by 13.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,005 shares of the company’s stock after acquiring an additional 1,465 shares during the period. MorganRosel Wealth Management LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $1,268,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Mason Investment Advisory Services Inc. increased its holdings in iShares MSCI USA Value Factor ETF by 0.4% during the 3rd quarter. Mason Investment Advisory Services Inc. now owns 4,509,184 shares of the company’s stock worth $491,681,000 after purchasing an additional 19,941 shares during the last quarter. Wharton Business Group LLC grew its holdings in iShares MSCI USA Value Factor ETF by 0.4% during the 4th quarter. Wharton Business Group LLC now owns 1,295,666 shares of the company’s stock worth $136,835,000 after acquiring an additional 5,245 shares in the last quarter. Cerity Partners LLC grew its holdings in iShares MSCI USA Value Factor ETF by 2.8% during the 3rd quarter. Cerity Partners LLC now owns 729,032 shares of the company’s stock worth $79,494,000 after acquiring an additional 19,749 shares in the last quarter. Kathmere Capital Management LLC increased its position in shares of iShares MSCI USA Value Factor ETF by 3.1% in the 4th quarter. Kathmere Capital Management LLC now owns 455,056 shares of the company’s stock worth $48,058,000 after purchasing an additional 13,823 shares during the last quarter. Finally, Stonehearth Capital Management LLC lifted its position in shares of iShares MSCI USA Value Factor ETF by 2.3% during the fourth quarter. Stonehearth Capital Management LLC now owns 371,508 shares of the company’s stock worth $39,235,000 after purchasing an additional 8,410 shares during the last quarter.

iShares MSCI USA Value Factor ETF Stock Up 4.3 %

Shares of iShares MSCI USA Value Factor ETF stock opened at $111.38 on Tuesday. The business has a 50-day moving average price of $108.72 and a 200 day moving average price of $108.79. iShares MSCI USA Value Factor ETF has a fifty-two week low of $71.21 and a fifty-two week high of $89.40. The firm has a market cap of $7.49 billion, a P/E ratio of 16.17 and a beta of 1.03.

iShares MSCI USA Value Factor ETF Company Profile

(Free Report)

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.

Recommended Stories

Want to see what other hedge funds are holding VLUE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI USA Value Factor ETF (BATS:VLUEFree Report).

Institutional Ownership by Quarter for iShares MSCI USA Value Factor ETF (BATS:VLUE)

Receive News & Ratings for iShares MSCI USA Value Factor ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares MSCI USA Value Factor ETF and related companies with MarketBeat.com's FREE daily email newsletter.