Houlihan Financial Resource Group Ltd. Sells 1,029 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Houlihan Financial Resource Group Ltd. reduced its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 2.5% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 40,493 shares of the company’s stock after selling 1,029 shares during the period. iShares MSCI USA Min Vol Factor ETF accounts for approximately 1.5% of Houlihan Financial Resource Group Ltd.’s portfolio, making the stock its 24th largest position. Houlihan Financial Resource Group Ltd.’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $3,384,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Phillips Wealth Planners LLC grew its position in iShares MSCI USA Min Vol Factor ETF by 2.3% during the fourth quarter. Phillips Wealth Planners LLC now owns 5,887 shares of the company’s stock worth $464,000 after buying an additional 134 shares in the last quarter. Yarger Wealth Strategies LLC lifted its position in shares of iShares MSCI USA Min Vol Factor ETF by 1.0% in the 4th quarter. Yarger Wealth Strategies LLC now owns 13,832 shares of the company’s stock worth $1,079,000 after acquiring an additional 139 shares during the period. Hoese & Co LLP grew its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 0.3% during the 4th quarter. Hoese & Co LLP now owns 54,001 shares of the company’s stock worth $4,123,000 after purchasing an additional 140 shares in the last quarter. Adamsbrown Wealth Consultants LLC increased its position in shares of iShares MSCI USA Min Vol Factor ETF by 4.9% during the fourth quarter. Adamsbrown Wealth Consultants LLC now owns 3,220 shares of the company’s stock valued at $251,000 after purchasing an additional 149 shares during the period. Finally, Sandy Spring Bank increased its position in shares of iShares MSCI USA Min Vol Factor ETF by 25.7% during the fourth quarter. Sandy Spring Bank now owns 734 shares of the company’s stock valued at $57,000 after purchasing an additional 150 shares during the period.

iShares MSCI USA Min Vol Factor ETF Trading Up 0.8 %

USMV stock traded up $0.64 during midday trading on Friday, hitting $85.66. The stock had a trading volume of 1,059,692 shares. The firm has a market capitalization of $25.10 billion, a price-to-earnings ratio of 25.30 and a beta of 0.59. The stock has a 50-day simple moving average of $83.40 and a 200 day simple moving average of $81.63. iShares MSCI USA Min Vol Factor ETF has a 52 week low of $47.44 and a 52 week high of $55.45.

iShares MSCI USA Min Vol Factor ETF Company Profile

The iShares MSCI USA Min Vol Factor ETF (USMV) is an exchange-traded fund that is based on the MSCI USA Minimum Volatility (USD) index. The fund tracks an index of US-listed firms selected and weighted to create a low-volatility portfolio subject to various constraints. USMV was launched on Oct 18, 2011 and is managed by BlackRock.