Vertex Planning Partners LLC Grows Position in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Vertex Planning Partners LLC grew its position in iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report) by 5.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 21,542 shares of the company’s stock after purchasing an additional 1,177 shares during the period. iShares MSCI USA Quality Factor ETF makes up 0.9% of Vertex Planning Partners LLC’s holdings, making the stock its 25th largest position. Vertex Planning Partners LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $3,862,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of QUAL. BNP Paribas Financial Markets raised its holdings in iShares MSCI USA Quality Factor ETF by 389.4% in the 1st quarter. BNP Paribas Financial Markets now owns 788 shares of the company’s stock valued at $130,000 after buying an additional 627 shares during the period. O Shaughnessy Asset Management LLC raised its position in shares of iShares MSCI USA Quality Factor ETF by 364.7% during the 1st quarter. O Shaughnessy Asset Management LLC now owns 39,322 shares of the company’s stock worth $6,463,000 after acquiring an additional 30,860 shares in the last quarter. Bessemer Group Inc. lifted its stake in iShares MSCI USA Quality Factor ETF by 169.3% during the first quarter. Bessemer Group Inc. now owns 2,418 shares of the company’s stock worth $396,000 after purchasing an additional 1,520 shares during the last quarter. Lake Street Advisors Group LLC acquired a new position in iShares MSCI USA Quality Factor ETF in the first quarter valued at approximately $1,150,000. Finally, Sax Wealth Advisors LLC raised its holdings in iShares MSCI USA Quality Factor ETF by 81.1% during the first quarter. Sax Wealth Advisors LLC now owns 346,285 shares of the company’s stock worth $56,912,000 after purchasing an additional 155,039 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Trading Up 0.2 %

Shares of iShares MSCI USA Quality Factor ETF stock opened at $179.98 on Tuesday. The company has a fifty day simple moving average of $179.50 and a 200-day simple moving average of $173.30. iShares MSCI USA Quality Factor ETF has a 12-month low of $71.96 and a 12-month high of $88.63. The stock has a market cap of $47.50 billion, a price-to-earnings ratio of 23.03 and a beta of 1.03.

About iShares MSCI USA Quality Factor ETF

(Free Report)

The iShares MSCI USA Quality Factor ETF (QUAL) is an exchange-traded fund that is based on the MSCI USA Sector Neutral Quality index. The fund tracks an index of US large- and mid-cap stocks, selected and weighted by high ROE, stable earnings growth and low debt\u002Fequity, relative to peers in each sector.

Further Reading

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Institutional Ownership by Quarter for iShares MSCI USA Quality Factor ETF (BATS:QUAL)

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