Bleakley Financial Group LLC Sells 915 Shares of iShares MSCI USA Value Factor ETF $VLUE

Bleakley Financial Group LLC reduced its position in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 5.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,884 shares of the company’s stock after selling 915 shares during the quarter. Bleakley Financial Group LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $1,911,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Brookstone Capital Management raised its holdings in shares of iShares MSCI USA Value Factor ETF by 52.3% in the second quarter. Brookstone Capital Management now owns 4,559 shares of the company’s stock valued at $516,000 after acquiring an additional 1,566 shares in the last quarter. Avidian Wealth Enterprises LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 3.4% in the second quarter. Avidian Wealth Enterprises LLC now owns 190,257 shares of the company’s stock valued at $21,539,000 after acquiring an additional 6,181 shares in the last quarter. WealthPlan Investment Management LLC bought a new stake in shares of iShares MSCI USA Value Factor ETF in the second quarter valued at about $221,000. Keeler & Nadler Financial Planning & Wealth Management bought a new stake in shares of iShares MSCI USA Value Factor ETF in the second quarter valued at about $212,000. Finally, RHS Financial LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 47.2% in the second quarter. RHS Financial LLC now owns 6,785 shares of the company’s stock valued at $768,000 after acquiring an additional 2,176 shares in the last quarter.

iShares MSCI USA Value Factor ETF Price Performance

VLUE stock opened at $129.83 on Friday. The business has a 50-day moving average price of $122.91 and a 200 day moving average price of $113.77. The company has a market capitalization of $7.65 billion, a P/E ratio of 13.34 and a beta of 0.97. iShares MSCI USA Value Factor ETF has a 1-year low of $91.80 and a 1-year high of $116.51.

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.