Robertson Stephens Wealth Management LLC Acquires 555 Shares of iShares MSCI USA Value Factor ETF (BATS:VLUE)

Robertson Stephens Wealth Management LLC grew its holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 8.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,346 shares of the company’s stock after purchasing an additional 555 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $776,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of VLUE. Wharton Business Group LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 15.6% in the 3rd quarter. Wharton Business Group LLC now owns 1,290,421 shares of the company’s stock valued at $140,708,000 after purchasing an additional 174,330 shares in the last quarter. Kovitz Investment Group Partners LLC bought a new stake in shares of iShares MSCI USA Value Factor ETF in the 3rd quarter valued at about $5,920,000. Nomura Asset Management Co. Ltd. bought a new position in shares of iShares MSCI USA Value Factor ETF during the 3rd quarter worth approximately $3,664,000. Mason Investment Advisory Services Inc. raised its stake in shares of iShares MSCI USA Value Factor ETF by 0.4% during the 3rd quarter. Mason Investment Advisory Services Inc. now owns 4,509,184 shares of the company’s stock worth $491,681,000 after acquiring an additional 19,941 shares in the last quarter. Finally, Cerity Partners LLC raised its stake in shares of iShares MSCI USA Value Factor ETF by 2.8% during the 3rd quarter. Cerity Partners LLC now owns 729,032 shares of the company’s stock worth $79,494,000 after acquiring an additional 19,749 shares in the last quarter.

iShares MSCI USA Value Factor ETF Stock Up 2.4 %

BATS VLUE opened at $109.43 on Friday. iShares MSCI USA Value Factor ETF has a 52 week low of $71.21 and a 52 week high of $89.40. The firm has a market cap of $7.39 billion, a PE ratio of 13.26 and a beta of 0.87. The company has a 50 day moving average price of $108.82 and a 200 day moving average price of $108.21.

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.