Leo Wealth LLC Purchases New Position in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Leo Wealth LLC acquired a new position in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,651 shares of the company’s stock, valued at approximately $280,000.

Other institutional investors have also recently bought and sold shares of the company. Brookstone Capital Management grew its holdings in shares of iShares MSCI USA Value Factor ETF by 14.5% in the 3rd quarter. Brookstone Capital Management now owns 3,065 shares of the company’s stock valued at $334,000 after buying an additional 389 shares during the period. Cerro Pacific Wealth Advisors LLC lifted its holdings in iShares MSCI USA Value Factor ETF by 1.1% during the third quarter. Cerro Pacific Wealth Advisors LLC now owns 76,370 shares of the company’s stock worth $7,901,000 after acquiring an additional 829 shares in the last quarter. Armstrong Advisory Group Inc. acquired a new position in iShares MSCI USA Value Factor ETF in the third quarter valued at about $30,000. Elk River Wealth Management LLC increased its holdings in shares of iShares MSCI USA Value Factor ETF by 3.4% in the third quarter. Elk River Wealth Management LLC now owns 157,741 shares of the company’s stock worth $17,200,000 after acquiring an additional 5,200 shares in the last quarter. Finally, Bbjs Financial Advisors LLC raised its position in shares of iShares MSCI USA Value Factor ETF by 0.8% during the third quarter. Bbjs Financial Advisors LLC now owns 56,095 shares of the company’s stock worth $6,117,000 after purchasing an additional 418 shares during the period.

iShares MSCI USA Value Factor ETF Price Performance

BATS:VLUE opened at $109.43 on Friday. The business’s 50-day simple moving average is $108.82 and its 200-day simple moving average is $108.21. iShares MSCI USA Value Factor ETF has a fifty-two week low of $71.21 and a fifty-two week high of $89.40. The stock has a market capitalization of $7.39 billion, a PE ratio of 13.26 and a beta of 0.87.

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.