WR Wealth Planners LLC Lowers Stock Position in iShares MSCI USA Value Factor ETF (BATS:VLUE)

WR Wealth Planners LLC trimmed its stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 50.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,672 shares of the company’s stock after selling 1,693 shares during the period. WR Wealth Planners LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $177,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in VLUE. Wharton Business Group LLC lifted its holdings in iShares MSCI USA Value Factor ETF by 15.6% during the third quarter. Wharton Business Group LLC now owns 1,290,421 shares of the company’s stock valued at $140,708,000 after purchasing an additional 174,330 shares in the last quarter. SVB Wealth LLC acquired a new stake in iShares MSCI USA Value Factor ETF during the fourth quarter worth about $9,804,000. Bank of New York Mellon Corp acquired a new stake in iShares MSCI USA Value Factor ETF during the fourth quarter worth about $7,655,000. Kovitz Investment Group Partners LLC acquired a new stake in iShares MSCI USA Value Factor ETF during the third quarter worth about $5,920,000. Finally, Strategic Financial Concepts LLC acquired a new stake in shares of iShares MSCI USA Value Factor ETF during the fourth quarter valued at about $4,466,000.

iShares MSCI USA Value Factor ETF Price Performance

Shares of VLUE opened at $111.21 on Friday. iShares MSCI USA Value Factor ETF has a 1-year low of $71.21 and a 1-year high of $89.40. The stock has a market cap of $7.48 billion, a PE ratio of 16.17 and a beta of 1.03. The firm has a 50-day simple moving average of $109.16 and a two-hundred day simple moving average of $109.08.

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.