Perryman Financial Advisory Inc. AD Takes $3.17 Million Position in iShares MSCI USA Min Vol Factor ETF $USMV

Perryman Financial Advisory Inc. AD purchased a new stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 33,646 shares of the company’s stock, valued at approximately $3,168,000.

A number of other institutional investors have also recently made changes to their positions in the company. WealthPLAN Partners LLC grew its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 2.6% during the fourth quarter. WealthPLAN Partners LLC now owns 4,160 shares of the company’s stock valued at $392,000 after buying an additional 105 shares during the last quarter. Millstone Evans Group LLC grew its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 6.3% during the fourth quarter. Millstone Evans Group LLC now owns 1,782 shares of the company’s stock valued at $168,000 after buying an additional 106 shares during the last quarter. Signature Estate & Investment Advisors LLC grew its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 0.3% during the fourth quarter. Signature Estate & Investment Advisors LLC now owns 36,125 shares of the company’s stock valued at $3,402,000 after buying an additional 118 shares during the last quarter. Opulen Financial Group LLC grew its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 2.4% during the third quarter. Opulen Financial Group LLC now owns 5,120 shares of the company’s stock valued at $487,000 after buying an additional 118 shares during the last quarter. Finally, Beacon Capital Management LLC grew its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 4.4% during the fourth quarter. Beacon Capital Management LLC now owns 2,862 shares of the company’s stock valued at $269,000 after buying an additional 120 shares during the last quarter.

iShares MSCI USA Min Vol Factor ETF Price Performance

BATS:USMV opened at $96.05 on Monday. The company’s 50 day moving average price is $94.89 and its 200-day moving average price is $94.84. iShares MSCI USA Min Vol Factor ETF has a 52 week low of $91.02 and a 52 week high of $98.07. The stock has a market cap of $24.51 billion, a price-to-earnings ratio of 22.90 and a beta of 0.72.

About iShares MSCI USA Min Vol Factor ETF

The iShares MSCI USA Min Vol Factor ETF (USMV) is an exchange-traded fund that is based on the MSCI USA Minimum Volatility (USD) index. The fund tracks an index of US-listed firms selected and weighted to create a low-volatility portfolio subject to various constraints. USMV was launched on Oct 18, 2011 and is managed by BlackRock.