Corient Private Wealth LLC Lowers Holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Corient Private Wealth LLC lowered its holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 33.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,583 shares of the company’s stock after selling 7,261 shares during the quarter. Corient Private Wealth LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $1,540,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. BCGM Wealth Management LLC raised its holdings in iShares MSCI USA Value Factor ETF by 3.0% in the 4th quarter. BCGM Wealth Management LLC now owns 3,303 shares of the company’s stock valued at $349,000 after buying an additional 97 shares during the period. Sound Income Strategies LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 17.9% in the 4th quarter. Sound Income Strategies LLC now owns 680 shares of the company’s stock worth $72,000 after acquiring an additional 103 shares during the last quarter. RHS Financial LLC boosted its position in shares of iShares MSCI USA Value Factor ETF by 2.7% during the 4th quarter. RHS Financial LLC now owns 3,911 shares of the company’s stock worth $413,000 after purchasing an additional 104 shares during the period. Wealth Enhancement Advisory Services LLC boosted its position in shares of iShares MSCI USA Value Factor ETF by 0.4% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 30,676 shares of the company’s stock worth $3,345,000 after purchasing an additional 114 shares during the period. Finally, EP Wealth Advisors LLC increased its holdings in iShares MSCI USA Value Factor ETF by 0.4% in the 3rd quarter. EP Wealth Advisors LLC now owns 27,572 shares of the company’s stock valued at $3,006,000 after purchasing an additional 122 shares during the last quarter.

iShares MSCI USA Value Factor ETF Stock Up 1.5 %

BATS:VLUE opened at $108.40 on Wednesday. iShares MSCI USA Value Factor ETF has a 52 week low of $98.51 and a 52 week high of $115.88. The stock’s fifty day moving average is $109.57 and its two-hundred day moving average is $109.31. The stock has a market capitalization of $7.19 billion, a price-to-earnings 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.