iShares MSCI USA Min Vol Factor ETF $USMV Shares Sold by Ibex Wealth Advisors

Ibex Wealth Advisors lessened its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 8.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 75,860 shares of the company’s stock after selling 7,308 shares during the period. Ibex Wealth Advisors’ holdings in iShares MSCI USA Min Vol Factor ETF were worth $7,035,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the business. WealthPLAN Partners LLC increased its position in shares of iShares MSCI USA Min Vol Factor ETF by 2.6% in the fourth quarter. WealthPLAN Partners LLC now owns 4,160 shares of the company’s stock valued at $392,000 after buying an additional 105 shares in the last quarter. Millstone Evans Group LLC lifted its position in shares of iShares MSCI USA Min Vol Factor ETF by 6.3% during the 4th quarter. Millstone Evans Group LLC now owns 1,782 shares of the company’s stock valued at $168,000 after buying an additional 106 shares in the last quarter. Delta Wealth Advisors LLC lifted its position in shares of iShares MSCI USA Min Vol Factor ETF by 0.3% during the 1st quarter. Delta Wealth Advisors LLC now owns 36,699 shares of the company’s stock valued at $3,403,000 after buying an additional 108 shares in the last quarter. KW Wealth Management LLC lifted its position in shares of iShares MSCI USA Min Vol Factor ETF by 0.8% during the 4th quarter. KW Wealth Management LLC now owns 13,553 shares of the company’s stock valued at $1,276,000 after buying an additional 109 shares in the last quarter. Finally, Signature Estate & Investment Advisors LLC grew its stake in iShares MSCI USA Min Vol Factor ETF by 0.3% in the 4th quarter. Signature Estate & Investment Advisors LLC now owns 36,125 shares of the company’s stock valued at $3,402,000 after acquiring an additional 118 shares during the period.

iShares MSCI USA Min Vol Factor ETF Stock Performance

Shares of BATS USMV opened at $97.60 on Friday. The firm has a market cap of $24.91 billion, a PE ratio of 22.90 and a beta of 0.72. The firm has a fifty day moving average of $95.76 and a 200 day moving average of $95.08. iShares MSCI USA Min Vol Factor ETF has a one year low of $91.02 and a one year high of $98.73.

About iShares MSCI USA Min Vol Factor ETF

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.