Heritage Wealth Advisors Has $48,000 Holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Heritage Wealth Advisors boosted its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 27.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 544 shares of the company’s stock after purchasing an additional 117 shares during the quarter. Heritage Wealth Advisors’ holdings in iShares MSCI USA Min Vol Factor ETF were worth $48,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Larson Financial Group LLC raised its position in shares of iShares MSCI USA Min Vol Factor ETF by 147.2% in the third quarter. Larson Financial Group LLC now owns 3,270 shares of the company’s stock valued at $299,000 after buying an additional 1,947 shares in the last quarter. D.A. Davidson & CO. raised its holdings in iShares MSCI USA Min Vol Factor ETF by 1.8% in the 3rd quarter. D.A. Davidson & CO. now owns 131,331 shares of the company’s stock valued at $11,992,000 after acquiring an additional 2,350 shares in the last quarter. BNP Paribas Financial Markets lifted its position in shares of iShares MSCI USA Min Vol Factor ETF by 5.1% during the 3rd quarter. BNP Paribas Financial Markets now owns 5,017 shares of the company’s stock valued at $458,000 after acquiring an additional 243 shares during the period. RPg Family Wealth Advisory LLC acquired a new stake in shares of iShares MSCI USA Min Vol Factor ETF during the 3rd quarter worth $134,000. Finally, Bell Investment Advisors Inc grew its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 42.2% during the 3rd quarter. Bell Investment Advisors Inc now owns 38,509 shares of the company’s stock worth $3,516,000 after purchasing an additional 11,432 shares in the last quarter.

iShares MSCI USA Min Vol Factor ETF Stock Up 5.1 %

USMV stock opened at $93.13 on Thursday. iShares MSCI USA Min Vol Factor ETF has a 52 week low of $79.69 and a 52 week high of $95.12. The business has a 50-day simple moving average of $92.54 and a 200 day simple moving average of $91.72. The company has a market cap of $24.31 billion, a PE ratio of 24.03 and a beta of 0.77.

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.