iShares MSCI USA Quality Factor ETF (BATS:QUAL) is Sharkey Howes & Javer’s 3rd Largest Position

Sharkey Howes & Javer lifted its position in iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report) by 0.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 300,912 shares of the company’s stock after purchasing an additional 1,743 shares during the period. iShares MSCI USA Quality Factor ETF comprises 7.5% of Sharkey Howes & Javer’s portfolio, making the stock its 3rd largest holding. Sharkey Howes & Javer owned approximately 0.11% of iShares MSCI USA Quality Factor ETF worth $53,586,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of QUAL. FMR LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF by 7.9% during the third quarter. FMR LLC now owns 15,848,761 shares of the company’s stock worth $2,841,683,000 after acquiring an additional 1,160,410 shares during the last quarter. LPL Financial LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF by 6.9% during the third quarter. LPL Financial LLC now owns 14,725,824 shares of the company’s stock worth $2,640,340,000 after acquiring an additional 950,857 shares during the last quarter. Strategic Financial Concepts LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF by 18,801.7% during the fourth quarter. Strategic Financial Concepts LLC now owns 522,633 shares of the company’s stock worth $93,070,000 after acquiring an additional 519,868 shares during the last quarter. Heck Capital Advisors LLC bought a new position in shares of iShares MSCI USA Quality Factor ETF during the fourth quarter worth $81,990,000. Finally, Dynasty Wealth Management LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF by 132.3% during the fourth quarter. Dynasty Wealth Management LLC now owns 523,946 shares of the company’s stock worth $93,304,000 after acquiring an additional 298,402 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Stock Performance

Shares of BATS:QUAL opened at $181.62 on Friday. iShares MSCI USA Quality Factor ETF has a fifty-two week low of $71.96 and a fifty-two week high of $88.63. The firm has a fifty day moving average price of $181.80 and a 200 day moving average price of $180.50. The firm has a market cap of $50.44 billion, a price-to-earnings ratio of 28.36 and a beta of 1.04.

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

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

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