Plancorp LLC Grows Stake in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Plancorp LLC lifted its position in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 25.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,492 shares of the company’s stock after buying an additional 1,728 shares during the period. Plancorp LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $897,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of VLUE. Studio Investment Management LLC purchased a new position in shares of iShares MSCI USA Value Factor ETF in the 3rd quarter worth $28,000. Meridian Wealth Management LLC raised its holdings in iShares MSCI USA Value Factor ETF by 18.4% in the 3rd quarter. Meridian Wealth Management LLC now owns 9,090 shares of the company’s stock worth $991,000 after purchasing an additional 1,415 shares during the period. Mason Investment Advisory Services Inc. raised its holdings in iShares MSCI USA Value Factor ETF by 0.4% in the 3rd quarter. Mason Investment Advisory Services Inc. now owns 4,509,184 shares of the company’s stock worth $491,681,000 after purchasing an additional 19,941 shares during the period. Cerity Partners LLC raised its holdings in iShares MSCI USA Value Factor ETF by 2.8% in the 3rd quarter. Cerity Partners LLC now owns 729,032 shares of the company’s stock worth $79,494,000 after purchasing an additional 19,749 shares during the period. Finally, MGB Wealth Management LLC bought a new position in iShares MSCI USA Value Factor ETF in the 3rd quarter worth $30,000.

iShares MSCI USA Value Factor ETF Stock Performance

Shares of iShares MSCI USA Value Factor ETF stock opened at $107.04 on Friday. iShares MSCI USA Value Factor ETF has a one year low of $98.51 and a one year high of $115.88. The stock’s fifty day moving average is $109.45 and its 200 day moving average is $109.21. The stock has a market cap of $7.10 billion, a P/E ratio of 14.85 and a beta of 1.03.

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.