iShares MSCI USA Min Vol Factor ETF (BATS:USMV) is Ironwood Wealth Management Inc.’s 5th Largest Position

Ironwood Wealth Management Inc. cut its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMVFree Report) by 0.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 200,633 shares of the company’s stock after selling 356 shares during the quarter. iShares MSCI USA Min Vol Factor ETF accounts for about 8.6% of Ironwood Wealth Management Inc.’s investment portfolio, making the stock its 5th largest holding. Ironwood Wealth Management Inc. owned approximately 0.05% of iShares MSCI USA Min Vol Factor ETF worth $15,736,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Capital Planning LLC grew its position in shares of iShares MSCI USA Min Vol Factor ETF by 10.5% in the 4th quarter. Capital Planning LLC now owns 104,456 shares of the company’s stock worth $8,151,000 after buying an additional 9,938 shares during the last quarter. Wright Fund Management LLC grew its position in shares of iShares MSCI USA Min Vol Factor ETF by 0.4% in the 4th quarter. Wright Fund Management LLC now owns 189,452 shares of the company’s stock worth $14,783,000 after buying an additional 845 shares during the last quarter. Berkshire Bank grew its position in shares of iShares MSCI USA Min Vol Factor ETF by 14.4% in the 4th quarter. Berkshire Bank now owns 60,976 shares of the company’s stock worth $4,758,000 after buying an additional 7,676 shares during the last quarter. Snider Financial Group grew its position in shares of iShares MSCI USA Min Vol Factor ETF by 0.6% in the 4th quarter. Snider Financial Group now owns 79,219 shares of the company’s stock worth $6,181,000 after buying an additional 478 shares during the last quarter. Finally, Southern Capital Advisors LLC grew its position in shares of iShares MSCI USA Min Vol Factor ETF by 9.2% in the 4th quarter. Southern Capital Advisors LLC now owns 4,203 shares of the company’s stock worth $328,000 after buying an additional 353 shares during the last quarter.

iShares MSCI USA Min Vol Factor ETF Stock Performance

Shares of USMV stock opened at $82.84 on Wednesday. The firm has a market cap of $31.78 billion, a P/E ratio of 20.17 and a beta of 0.75. iShares MSCI USA Min Vol Factor ETF has a fifty-two week low of $47.44 and a fifty-two week high of $55.45. The business’s 50 day moving average price is $81.44 and its 200-day moving average price is $77.47.

iShares MSCI USA Min Vol Factor ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

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