Concurrent Investment Advisors LLC Acquires 21,813 Shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

Concurrent Investment Advisors LLC increased its holdings in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU) by 30.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 94,134 shares of the company’s stock after purchasing an additional 21,813 shares during the period. Concurrent Investment Advisors LLC owned approximately 0.15% of iShares MSCI Intl Value Factor ETF worth $2,552,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of IVLU. Assetmark Inc. bought a new position in iShares MSCI Intl Value Factor ETF during the 3rd quarter worth about $57,000. Transcendent Capital Group LLC acquired a new position in shares of iShares MSCI Intl Value Factor ETF during the third quarter worth about $67,000. Bruce G. Allen Investments LLC bought a new position in shares of iShares MSCI Intl Value Factor ETF during the fourth quarter worth about $78,000. EP Wealth Advisors LLC raised its position in iShares MSCI Intl Value Factor ETF by 13.4% in the 3rd quarter. EP Wealth Advisors LLC now owns 4,775 shares of the company’s stock valued at $141,000 after buying an additional 564 shares during the last quarter. Finally, Quantinno Capital Management LP bought a new stake in iShares MSCI Intl Value Factor ETF in the 3rd quarter valued at approximately $207,000.

iShares MSCI Intl Value Factor ETF Stock Down 0.5 %

Shares of IVLU opened at $29.23 on Friday. iShares MSCI Intl Value Factor ETF has a twelve month low of $25.97 and a twelve month high of $29.92. The stock has a market capitalization of $1.92 billion, a P/E ratio of 11.32 and a beta of 0.80. The company has a 50 day moving average of $27.77 and a 200-day moving average of $28.22.

iShares MSCI Intl Value Factor ETF Company 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.