JDH Wealth Management LLC purchased a new stake in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund purchased 15,884 shares of the company’s stock, valued at approximately $1,678,000. iShares MSCI USA Value Factor ETF accounts for about 1.5% of JDH Wealth Management LLC’s portfolio, making the stock its 18th largest holding.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VLUE. Sound Income Strategies LLC boosted its position in shares of iShares MSCI USA Value Factor ETF by 17.9% in the 4th quarter. Sound Income Strategies LLC now owns 680 shares of the company’s stock valued at $72,000 after purchasing an additional 103 shares during the period. Wealth Enhancement Advisory Services LLC grew its position in shares of iShares MSCI USA Value Factor ETF by 0.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 30,676 shares of the company’s stock worth $3,345,000 after acquiring an additional 114 shares during the last quarter. EP Wealth Advisors LLC increased its holdings in shares of iShares MSCI USA Value Factor ETF by 0.4% in the 3rd quarter. EP Wealth Advisors LLC now owns 27,572 shares of the company’s stock valued at $3,006,000 after acquiring an additional 122 shares during the period. Harbour Investments Inc. raised its position in iShares MSCI USA Value Factor ETF by 1.1% in the 3rd quarter. Harbour Investments Inc. now owns 14,506 shares of the company’s stock valued at $1,582,000 after purchasing an additional 154 shares during the last quarter. Finally, OMNI 360 Wealth Inc. boosted its stake in iShares MSCI USA Value Factor ETF by 1.8% during the 3rd quarter. OMNI 360 Wealth Inc. now owns 8,780 shares of the company’s stock worth $957,000 after purchasing an additional 156 shares during the period.
iShares MSCI USA Value Factor ETF Stock Performance
Shares of iShares MSCI USA Value Factor ETF stock opened at $110.76 on Tuesday. The company’s fifty day moving average is $109.40 and its two-hundred day moving average is $108.06. iShares MSCI USA Value Factor ETF has a 1 year low of $71.21 and a 1 year high of $89.40. The company has a market capitalization of $7.48 billion, a P/E ratio of 13.26 and a beta of 0.87.
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.
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