Simplicity Wealth LLC acquired a new stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 6,627 shares of the company’s stock, valued at approximately $942,000.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Sequoia Financial Advisors LLC purchased a new stake in shares of iShares MSCI USA Value Factor ETF during the first quarter valued at about $1,120,000. Accredited Investors Inc. purchased a new position in shares of iShares MSCI USA Value Factor ETF in the 1st quarter worth approximately $928,000. Kestra Advisory Services LLC raised its stake in shares of iShares MSCI USA Value Factor ETF by 7.6% during the 1st quarter. Kestra Advisory Services LLC now owns 7,325 shares of the company’s stock worth $1,042,000 after acquiring an additional 516 shares in the last quarter. CFS Investment Advisory Services LLC bought a new position in shares of iShares MSCI USA Value Factor ETF during the 1st quarter worth approximately $427,000. Finally, Axxcess Wealth Management LLC purchased a new stake in iShares MSCI USA Value Factor ETF during the first quarter valued at approximately $567,000.
iShares MSCI USA Value Factor ETF Price Performance
Shares of VLUE opened at $195.37 on Monday. The company has a market cap of $11.52 billion, a price-to-earnings ratio of 13.34 and a beta of 0.97. iShares MSCI USA Value Factor ETF has a twelve month low of $110.53 and a twelve month high of $206.57. The company has a 50 day moving average of $192.01 and a two-hundred day moving average of $163.33.
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. VLUE was launched on Apr 16, 2013 and is managed by BlackRock.
Read More
- Five stocks we like better than iShares MSCI USA Value Factor ETF
- 3 Rare-Earth ETFs That Help Investors Balance Exposure and Risk
- Microsoft Bets on In-House AI to Cut OpenAI and Anthropic Costs
- Delta Air Lines Lives Up to Its Claims: Shares Can Keep Climbing
- This Dividend ETF Choice Could Shape Your Income Strategy Through 2026
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:VLUE – Free Report).
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.
