Avantax Planning Partners Inc. Trims Stock Holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Avantax Planning Partners Inc. lowered its holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 0.9% in the fourth quarter, HoldingsChannel reports. The firm owned 19,957 shares of the company’s stock after selling 183 shares during the period. Avantax Planning Partners Inc.’s holdings in iShares MSCI USA Value Factor ETF were worth $2,019,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of VLUE. Matson Money. Inc. lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 10.5% in the 4th quarter. Matson Money. Inc. now owns 3,994,640 shares of the company’s stock worth $404,098,000 after purchasing an additional 378,602 shares during the last quarter. Wharton Business Group LLC increased its position in iShares MSCI USA Value Factor ETF by 35.0% in the 3rd quarter. Wharton Business Group LLC now owns 1,206,737 shares of the company’s stock valued at $109,475,000 after acquiring an additional 312,877 shares during the period. Modera Wealth Management LLC acquired a new stake in iShares MSCI USA Value Factor ETF in the 3rd quarter valued at approximately $81,771,000. International Assets Investment Management LLC acquired a new stake in iShares MSCI USA Value Factor ETF in the 4th quarter valued at approximately $44,024,000. Finally, Strategic Financial Services Inc increased its position in iShares MSCI USA Value Factor ETF by 3.0% in the 4th quarter. Strategic Financial Services Inc now owns 397,739 shares of the company’s stock valued at $40,235,000 after acquiring an additional 11,406 shares during the period.

iShares MSCI USA Value Factor ETF Trading Down 1.4 %

VLUE traded down $1.42 during trading hours on Friday, hitting $102.78. The company’s stock had a trading volume of 359,674 shares. 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 capitalization of $6.94 billion, a PE ratio of 13.26 and a beta of 0.87. The company has a 50-day simple moving average of $104.05 and a 200 day simple moving average of $100.79.

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.