Jackson Thornton Wealth Management LLC Raises Holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Jackson Thornton Wealth Management LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 4.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 23,407 shares of the company’s stock after purchasing an additional 1,000 shares during the period. iShares MSCI USA Value Factor ETF makes up about 0.3% of Jackson Thornton Wealth Management LLC’s investment portfolio, making the stock its 26th largest holding. Jackson Thornton Wealth Management LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $2,472,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Mason Investment Advisory Services Inc. lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 1.8% during the 4th quarter. Mason Investment Advisory Services Inc. now owns 4,588,101 shares of the company’s stock valued at $484,549,000 after buying an additional 78,917 shares during the period. Wharton Business Group LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 0.4% during the 4th quarter. Wharton Business Group LLC now owns 1,295,666 shares of the company’s stock valued at $136,835,000 after buying an additional 5,245 shares during the period. Cerity Partners LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 2.8% during the 3rd quarter. Cerity Partners LLC now owns 729,032 shares of the company’s stock valued at $79,494,000 after buying an additional 19,749 shares during the period. Kathmere Capital Management LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 3.1% during the 4th quarter. Kathmere Capital Management LLC now owns 455,056 shares of the company’s stock valued at $48,058,000 after buying an additional 13,823 shares during the period. Finally, State of Michigan Retirement System lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 6.0% during the 4th quarter. State of Michigan Retirement System now owns 421,400 shares of the company’s stock valued at $44,504,000 after buying an additional 23,900 shares during the period.

iShares MSCI USA Value Factor ETF Price Performance

BATS VLUE opened at $107.04 on Monday. iShares MSCI USA Value Factor ETF has a 1-year low of $98.51 and a 1-year high of $115.88. The business’s fifty day moving average price is $109.45 and its 200-day moving average price is $109.26. The stock has a market capitalization of $7.10 billion, a price-to-earnings ratio of 14.85 and a beta of 1.03.

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.