Summit Wealth Group LLC increased its holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 3.9% during the 4th quarter, HoldingsChannel reports. The firm owned 47,270 shares of the company’s stock after buying an additional 1,790 shares during the period. iShares MSCI USA Value Factor ETF accounts for approximately 1.4% of Summit Wealth Group LLC’s portfolio, making the stock its 21st largest position. Summit Wealth Group LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $4,992,000 at the end of the most recent reporting period.
Several other large investors also recently bought and sold shares of the business. Studio Investment Management LLC purchased a new position in iShares MSCI USA Value Factor ETF during the third quarter worth $28,000. Wilmington Savings Fund Society FSB purchased a new position in iShares MSCI USA Value Factor ETF during the third quarter worth $29,000. MGB Wealth Management LLC purchased a new position in iShares MSCI USA Value Factor ETF during the third quarter worth $30,000. Insight Inv LLC purchased a new position in iShares MSCI USA Value Factor ETF during the fourth quarter worth $52,000. Finally, Heck Capital Advisors LLC purchased a new position in iShares MSCI USA Value Factor ETF during the fourth quarter worth $71,000.
iShares MSCI USA Value Factor ETF Stock Up 4.1 %
BATS VLUE opened at $111.22 on Wednesday. The company has a fifty day moving average of $108.77 and a two-hundred day moving average of $108.86. The firm has a market capitalization of $7.48 billion, a price-to-earnings ratio of 16.17 and a beta of 1.03. iShares MSCI USA Value Factor ETF has a 52 week low of $71.21 and a 52 week high of $89.40.
About iShares MSCI USA Value Factor ETF
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.
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Want to see what other hedge funds are holding VLUE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report).
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