Baron Silver Stevens Financial Advisors LLC Purchases 3,224 Shares of iShares MSCI USA Value Factor ETF $VLUE

Baron Silver Stevens Financial Advisors LLC grew its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 16.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,538 shares of the company’s stock after buying an additional 3,224 shares during the quarter. Baron Silver Stevens Financial Advisors LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $3,082,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Smartleaf Asset Management LLC lifted its position in iShares MSCI USA Value Factor ETF by 69.3% during the 2nd quarter. Smartleaf Asset Management LLC now owns 325 shares of the company’s stock worth $37,000 after buying an additional 133 shares in the last quarter. Rothschild Investment LLC lifted its position in iShares MSCI USA Value Factor ETF by 64.0% during the 3rd quarter. Rothschild Investment LLC now owns 410 shares of the company’s stock worth $51,000 after buying an additional 160 shares in the last quarter. Root Financial Partners LLC bought a new stake in iShares MSCI USA Value Factor ETF during the 3rd quarter worth about $58,000. Tucker Asset Management LLC lifted its position in iShares MSCI USA Value Factor ETF by 52.3% during the 4th quarter. Tucker Asset Management LLC now owns 437 shares of the company’s stock worth $60,000 after buying an additional 150 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its position in iShares MSCI USA Value Factor ETF by 42.7% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 531 shares of the company’s stock worth $66,000 after buying an additional 159 shares in the last quarter.

iShares MSCI USA Value Factor ETF Price Performance

Shares of BATS:VLUE opened at $182.69 on Thursday. iShares MSCI USA Value Factor ETF has a one year low of $105.25 and a one year high of $186.95. The stock has a market capitalization of $10.77 billion, a PE ratio of 13.34 and a beta of 0.97. The company’s 50-day moving average price is $157.74 and its two-hundred day moving average price is $146.65.

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.