Compass Financial Management LLC Takes $4.80 Million Position in iShares MSCI USA Value Factor ETF $VLUE

Compass Financial Management LLC bought a new position in iShares MSCI USA Value Factor ETF (BATS:VLUE) during the 2nd quarter, Holdings Channel reports. The fund bought 24,041 shares of the company’s stock, valued at approximately $4,798,000.

Several other large investors have also recently made changes to their positions in the company. GHP Investment Advisors Inc. purchased a new stake in shares of iShares MSCI USA Value Factor ETF in the first quarter worth about $25,000. Continuum Advisory LLC purchased a new position in iShares MSCI USA Value Factor ETF during the 2nd quarter valued at approximately $32,000. Lloyd Advisory Services LLC. bought a new stake in iShares MSCI USA Value Factor ETF in the 4th quarter worth approximately $33,000. Smartleaf Asset Management LLC raised its holdings in shares of 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 acquiring an additional 133 shares in the last quarter. Finally, Western Wealth Management LLC purchased a new stake in shares of iShares MSCI USA Value Factor ETF during the 1st quarter worth approximately $41,000.

iShares MSCI USA Value Factor ETF Stock Performance

BATS VLUE opened at $205.51 on Friday. The stock has a 50 day moving average price of $197.07 and a 200-day moving average price of $178.04. iShares MSCI USA Value Factor ETF has a one year low of $119.10 and a one year high of $206.57. The company has a market capitalization of $12.11 billion, a P/E ratio of 13.34 and a beta of 0.97.

iShares MSCI USA Value Factor ETF 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.