Waverly Advisors LLC Invests $662,000 in iShares MSCI USA Value Factor ETF $VLUE

Waverly Advisors LLC purchased a new stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 4,658 shares of the company’s stock, valued at approximately $662,000.

Other large investors have also recently bought and sold shares of the company. GHP Investment Advisors Inc. acquired a new stake in iShares MSCI USA Value Factor ETF during the 1st quarter worth about $25,000. Lloyd Advisory Services LLC. acquired a new position in shares of iShares MSCI USA Value Factor ETF in the 4th quarter valued at about $33,000. Smartleaf Asset Management LLC increased its holdings in shares of iShares MSCI USA Value Factor ETF by 69.3% in the 2nd quarter. Smartleaf Asset Management LLC now owns 325 shares of the company’s stock valued at $37,000 after purchasing an additional 133 shares during the period. SHP Wealth Management purchased a new stake in shares of iShares MSCI USA Value Factor ETF in the fourth quarter worth approximately $46,000. Finally, University of Texas Texas AM Investment Management Co. purchased a new stake in shares of iShares MSCI USA Value Factor ETF in the fourth quarter worth approximately $50,000.

iShares MSCI USA Value Factor ETF Stock Performance

VLUE stock opened at $191.14 on Friday. The stock has a market cap of $11.27 billion, a P/E ratio of 13.34 and a beta of 0.97. The firm has a 50 day simple moving average of $195.79 and a 200 day simple moving average of $168.75. iShares MSCI USA Value Factor ETF has a 52 week low of $110.53 and a 52 week high of $206.57.

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. VLUE was launched on Apr 16, 2013 and is managed by BlackRock.