Lido Advisors LLC Sells 4,532 Shares of iShares MSCI USA Value Factor ETF (BATS:VLUE)

Lido Advisors LLC decreased its position in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 11.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,958 shares of the company’s stock after selling 4,532 shares during the period. Lido Advisors LLC owned approximately 0.05% of iShares MSCI USA Value Factor ETF worth $3,798,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Synergy Investment Management LLC bought a new position in shares of iShares MSCI USA Value Factor ETF in the fourth quarter worth approximately $26,000. Wilmington Savings Fund Society FSB bought a new position in iShares MSCI USA Value Factor ETF in the 3rd quarter valued at approximately $29,000. Insight Inv LLC purchased a new stake in iShares MSCI USA Value Factor ETF during the 4th quarter valued at $52,000. Heck Capital Advisors LLC purchased a new position in shares of iShares MSCI USA Value Factor ETF in the fourth quarter worth $71,000. Finally, Sound Income Strategies LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 17.9% during the fourth quarter. Sound Income Strategies LLC now owns 680 shares of the company’s stock valued at $72,000 after purchasing an additional 103 shares in the last quarter.

iShares MSCI USA Value Factor ETF Stock Performance

BATS VLUE opened at $101.72 on Thursday. The company has a market capitalization of $6.20 billion, a price-to-earnings ratio of 14.12 and a beta of 0.96. The stock has a 50-day moving average of $104.03 and a 200 day moving average of $107.92. iShares MSCI USA Value Factor ETF has a one year low of $91.80 and a one year high of $115.88.

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.