Insight Wealth Strategies LLC Decreases Stock Position in iShares MSCI USA Value Factor ETF $VLUE

Insight Wealth Strategies LLC decreased its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 8.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 138,537 shares of the company’s stock after selling 12,949 shares during the quarter. iShares MSCI USA Value Factor ETF accounts for approximately 2.8% of Insight Wealth Strategies LLC’s investment portfolio, making the stock its 9th largest position. Insight Wealth Strategies LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $27,430,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Sound Income Strategies LLC boosted its stake in shares of iShares MSCI USA Value Factor ETF by 14.0% in the 1st quarter. Sound Income Strategies LLC now owns 554 shares of the company’s stock valued at $80,000 after purchasing an additional 68 shares in the last quarter. GAMMA Investing LLC increased its position in iShares MSCI USA Value Factor ETF by 61.4% during the 2nd quarter. GAMMA Investing LLC now owns 205 shares of the company’s stock worth $41,000 after purchasing an additional 78 shares in the last quarter. 10Elms LLP lifted its stake in iShares MSCI USA Value Factor ETF by 1.0% in the 4th quarter. 10Elms LLP now owns 12,361 shares of the company’s stock valued at $1,690,000 after purchasing an additional 127 shares during the last quarter. Continuum Advisory LLC bought a new position in iShares MSCI USA Value Factor ETF in the 2nd quarter valued at approximately $32,000. Finally, GHP Investment Advisors Inc. acquired a new stake in iShares MSCI USA Value Factor ETF in the first quarter valued at approximately $25,000.

iShares MSCI USA Value Factor ETF Stock Down 0.4%

Shares of BATS VLUE traded down $0.89 during midday trading on Friday, reaching $199.23. 217,048 shares of the company were exchanged, compared to its average volume of 1,144,349. The stock’s 50-day moving average price is $200.44 and its 200-day moving average price is $187.12. The stock has a market cap of $11.74 billion, a P/E ratio of 13.34 and a beta of 0.97. iShares MSCI USA Value Factor ETF has a one year low of $122.27 and a one year high of $206.57.

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.