Global Retirement Partners LLC Invests $2.48 Million in iShares US Small Cap Value Factor ETF (BATS:SVAL)

Global Retirement Partners LLC acquired a new position in shares of iShares US Small Cap Value Factor ETF (BATS:SVAL) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 76,247 shares of the company’s stock, valued at approximately $2,477,000. Global Retirement Partners LLC owned 3.11% of iShares US Small Cap Value Factor ETF at the end of the most recent quarter.

A number of other large investors have also modified their holdings of SVAL. US Bancorp DE increased its holdings in iShares US Small Cap Value Factor ETF by 78.9% in the third quarter. US Bancorp DE now owns 1,657 shares of the company’s stock valued at $53,000 after buying an additional 731 shares during the last quarter. Truist Financial Corp increased its holdings in iShares US Small Cap Value Factor ETF by 0.9% in the fourth quarter. Truist Financial Corp now owns 97,912 shares of the company’s stock valued at $3,180,000 after buying an additional 854 shares during the last quarter. Ameritas Advisory Services LLC purchased a new position in iShares US Small Cap Value Factor ETF in the fourth quarter valued at $330,000. Global Assets Advisory LLC purchased a new position in iShares US Small Cap Value Factor ETF in the third quarter valued at $620,000. Finally, Sanctuary Advisors LLC increased its holdings in iShares US Small Cap Value Factor ETF by 8.6% in the third quarter. Sanctuary Advisors LLC now owns 280,297 shares of the company’s stock valued at $9,995,000 after buying an additional 22,282 shares during the last quarter.

iShares US Small Cap Value Factor ETF Stock Up 0.7 %

BATS:SVAL opened at $32.65 on Friday. The stock has a market capitalization of $79.99 million, a price-to-earnings ratio of 9.52 and a beta of 1.03. The company has a 50 day simple moving average of $32.86 and a two-hundred day simple moving average of $32.82.

iShares US Small Cap Value Factor ETF Profile

The iShares US Small Cap Value Factor ETF (SVAL) is an exchange-traded fund that is based on the Russell 2000 Focused Value Select index. The fund tracks an equally-weighted index of small-cap value companies selected by multiple factors. SVAL was launched on Oct 27, 2020 and is managed by BlackRock.