Sax Wealth Advisors LLC Takes Position in iShares MSCI USA Value Factor ETF $VLUE

Sax Wealth Advisors LLC bought a new position in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 29,103 shares of the company’s stock, valued at approximately $3,979,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in VLUE. Rhumbline Advisers raised its stake in shares of iShares MSCI USA Value Factor ETF by 122.1% in the third quarter. Rhumbline Advisers now owns 11,989 shares of the company’s stock worth $1,499,000 after purchasing an additional 6,591 shares during the last quarter. CPR Investments Inc. bought a new position in shares of iShares MSCI USA Value Factor ETF in the third quarter valued at approximately $519,000. Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares MSCI USA Value Factor ETF by 4.4% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 21,582,330 shares of the company’s stock valued at $2,443,336,000 after buying an additional 904,701 shares during the last quarter. CreativeOne Wealth LLC boosted its position in shares of iShares MSCI USA Value Factor ETF by 5.3% during the second quarter. CreativeOne Wealth LLC now owns 10,832 shares of the company’s stock valued at $1,226,000 after buying an additional 541 shares during the last quarter. Finally, CWM LLC grew its holdings in iShares MSCI USA Value Factor ETF by 23.1% during the third quarter. CWM LLC now owns 237,952 shares of the company’s stock worth $29,756,000 after buying an additional 44,653 shares in the last quarter.

iShares MSCI USA Value Factor ETF Trading Up 0.4%

BATS VLUE opened at $145.56 on Thursday. The firm has a market capitalization of $8.58 billion, a P/E ratio of 13.34 and a beta of 0.97. The business has a fifty day simple moving average of $147.89 and a 200 day simple moving average of $136.80. iShares MSCI USA Value Factor ETF has a 12 month low of $91.80 and a 12 month high of $154.31.

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.