WealthPlan Investment Management LLC acquired a new position in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,949 shares of the company’s stock, valued at approximately $221,000.
Other institutional investors have also recently made changes to their positions in the company. Ameritas Advisory Services LLC bought a new position in shares of iShares MSCI USA Value Factor ETF in the 2nd quarter worth approximately $26,000. Blue Bell Private Wealth Management LLC lifted its stake in shares of iShares MSCI USA Value Factor ETF by 107.9% in the 1st quarter. Blue Bell Private Wealth Management LLC now owns 262 shares of the company’s stock worth $28,000 after purchasing an additional 136 shares during the period. Wayfinding Financial LLC bought a new position in shares of iShares MSCI USA Value Factor ETF in the 1st quarter worth approximately $33,000. Avalon Trust Co bought a new position in shares of iShares MSCI USA Value Factor ETF in the 1st quarter worth approximately $46,000. Finally, AlphaCore Capital LLC bought a new position in shares of iShares MSCI USA Value Factor ETF in the 1st quarter worth approximately $49,000.
iShares MSCI USA Value Factor ETF Stock Up 17.9%
Shares of BATS:VLUE opened at $125.89 on Friday. The firm’s 50 day moving average price is $121.75 and its 200-day moving average price is $112.75. iShares MSCI USA Value Factor ETF has a twelve month low of $91.80 and a twelve month high of $116.51. The stock has a market capitalization of $7.42 billion, a PE ratio of 13.34 and a beta of 0.97.
iShares MSCI USA Value Factor ETF 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.
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