EP Wealth Advisors LLC Buys 1,756 Shares of iShares MSCI USA Value Factor ETF (BATS:VLUE)

EP Wealth Advisors LLC increased its stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 6.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 29,433 shares of the company’s stock after acquiring an additional 1,756 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $2,977,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Alterna Wealth Management Inc. lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 2.4% during the 4th quarter. Alterna Wealth Management Inc. now owns 4,838 shares of the company’s stock worth $489,000 after acquiring an additional 115 shares during the period. Tradition Wealth Management LLC boosted its holdings in iShares MSCI USA Value Factor ETF by 12.2% during the fourth quarter. Tradition Wealth Management LLC now owns 1,235 shares of the company’s stock valued at $125,000 after purchasing an additional 134 shares in the last quarter. CFS Investment Advisory Services LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 5.2% in the 4th quarter. CFS Investment Advisory Services LLC now owns 3,079 shares of the company’s stock worth $311,000 after buying an additional 152 shares in the last quarter. Warner Financial Inc. lifted its position in shares of iShares MSCI USA Value Factor ETF by 1.4% during the 4th quarter. Warner Financial Inc. now owns 11,478 shares of the company’s stock worth $1,161,000 after buying an additional 160 shares during the period. Finally, FAS Wealth Partners Inc. boosted its stake in iShares MSCI USA Value Factor ETF by 36.1% in the 4th quarter. FAS Wealth Partners Inc. now owns 712 shares of the company’s stock valued at $72,000 after buying an additional 189 shares in the last quarter.

iShares MSCI USA Value Factor ETF Trading Down 0.7 %

BATS VLUE traded down $0.70 during trading hours on Friday, reaching $101.62. 413,348 shares of the company’s stock were exchanged. The firm has a fifty day moving average of $102.93 and a 200-day moving average of $102.07. iShares MSCI USA Value Factor ETF has a one year low of $71.21 and a one year high of $89.40. The stock has a market cap of $6.86 billion, a PE 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.