CreativeOne Wealth LLC Reduces Stock Holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE)

CreativeOne Wealth LLC lessened its stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 6.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 10,420 shares of the company’s stock after selling 733 shares during the quarter. CreativeOne Wealth LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $1,101,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of VLUE. Synergy Investment Management LLC acquired a new stake in iShares MSCI USA Value Factor ETF during the 4th quarter worth $26,000. Wilmington Savings Fund Society FSB purchased a new position in shares of iShares MSCI USA Value Factor ETF during the third quarter worth about $29,000. Insight Inv LLC purchased a new position in shares of iShares MSCI USA Value Factor ETF during the fourth quarter worth about $52,000. Heck Capital Advisors LLC acquired a new position in iShares MSCI USA Value Factor ETF during the fourth quarter worth approximately $71,000. Finally, Sound Income Strategies LLC boosted its holdings in shares of iShares MSCI USA Value Factor ETF by 17.9% in the fourth quarter. Sound Income Strategies LLC now owns 680 shares of the company’s stock valued at $72,000 after acquiring an additional 103 shares during the period.

iShares MSCI USA Value Factor ETF Price Performance

Shares of BATS:VLUE opened at $99.52 on Thursday. iShares MSCI USA Value Factor ETF has a 1-year low of $91.80 and a 1-year high of $115.88. The stock has a market cap of $6.23 billion, a P/E ratio of 14.96 and a beta of 1.03. The firm has a fifty day moving average price of $106.33 and a 200 day moving average price of $108.50.

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.