Kestra Private Wealth Services LLC Boosts Stock Position in iShares MSCI USA Value Factor ETF $VLUE

Kestra Private Wealth Services LLC grew its position in shares of iShares MSCI USA Value Factor ETF (BATS:VLUEFree Report) by 878.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,991 shares of the company’s stock after purchasing an additional 23,334 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $3,696,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Lloyd Advisory Services LLC. purchased a new stake in iShares MSCI USA Value Factor ETF in the fourth quarter worth approximately $33,000. Smartleaf Asset Management LLC raised its stake in shares of iShares MSCI USA Value Factor ETF by 69.3% during the second quarter. Smartleaf Asset Management LLC now owns 325 shares of the company’s stock worth $37,000 after acquiring an additional 133 shares in the last quarter. SHP Wealth Management bought a new stake in shares of iShares MSCI USA Value Factor ETF in the 4th quarter worth approximately $46,000. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of iShares MSCI USA Value Factor ETF in the 4th quarter valued at $50,000. Finally, Tucker Asset Management LLC boosted its stake in shares of iShares MSCI USA Value Factor ETF by 52.3% in the 4th quarter. Tucker Asset Management LLC now owns 437 shares of the company’s stock valued at $60,000 after purchasing an additional 150 shares in the last quarter.

iShares MSCI USA Value Factor ETF Stock Performance

VLUE stock opened at $200.09 on Friday. The firm has a market cap of $11.80 billion, a P/E ratio of 13.34 and a beta of 0.97. The firm’s fifty day moving average is $185.07 and its 200 day moving average is $159.04. iShares MSCI USA Value Factor ETF has a 52 week low of $110.53 and a 52 week high of $206.57.

About iShares MSCI USA Value Factor ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares MSCI USA Value Factor ETF (BATS:VLUE)

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