JDH Wealth Management LLC purchased a new stake in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 47,346 shares of the company’s stock, valued at approximately $1,284,000. iShares MSCI Intl Value Factor ETF accounts for 1.1% of JDH Wealth Management LLC’s portfolio, making the stock its 19th largest holding.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Assetmark Inc. purchased a new stake in shares of iShares MSCI Intl Value Factor ETF during the 3rd quarter worth about $57,000. Northwest Investment Counselors LLC acquired a new position in iShares MSCI Intl Value Factor ETF during the third quarter valued at approximately $66,000. Transcendent Capital Group LLC purchased a new stake in iShares MSCI Intl Value Factor ETF during the third quarter worth approximately $67,000. Bruce G. Allen Investments LLC acquired a new stake in shares of iShares MSCI Intl Value Factor ETF in the fourth quarter worth $78,000. Finally, EP Wealth Advisors LLC raised its stake in shares of iShares MSCI Intl Value Factor ETF by 14.2% in the 2nd quarter. EP Wealth Advisors LLC now owns 4,211 shares of the company’s stock valued at $116,000 after acquiring an additional 524 shares during the period.
iShares MSCI Intl Value Factor ETF Trading Up 0.5 %
NYSEARCA:IVLU opened at $28.14 on Tuesday. The firm’s fifty day simple moving average is $27.51 and its 200 day simple moving average is $28.16. iShares MSCI Intl Value Factor ETF has a twelve month low of $25.85 and a twelve month high of $29.92. The firm has a market capitalization of $1.76 billion, a price-to-earnings ratio of 9.61 and a beta of 0.70.
iShares MSCI Intl Value Factor ETF Profile
The iShares Edge MSCI Intl Value Factor ETF (IVLU) is an exchange-traded fund that is based on the MSCI World ex USA Enhanced Value index. The fund tracks an index of large- and mid-cap developed ex-US equities, selected using fundamental metrics, and weighted by these metrics and market-cap. IVLU was launched on Jun 16, 2015 and is managed by BlackRock.
Read More
- Five stocks we like better than iShares MSCI Intl Value Factor ETF
- 2 Rising CRM Platform Stocks That Can Surge Higher in 2025
- Sizing Up a New Opportunity for NVIDIA Investors
- How to Most Effectively Use the MarketBeat Earnings Screener
- Is DeepSeek Challenging NVIDIA’s AI Dominance?
- Low PE Growth Stocks: Unlocking Investment Opportunities
- The 3 Biggest M&A Stock Opportunities for 2025
Want to see what other hedge funds are holding IVLU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report).
Receive News & Ratings for iShares MSCI Intl Value Factor ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares MSCI Intl Value Factor ETF and related companies with MarketBeat.com's FREE daily email newsletter.