Tradition Wealth Management LLC Has $8.55 Million Holdings in iShares MSCI USA Quality Factor ETF $QUAL

Tradition Wealth Management LLC lowered its stake in iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report) by 28.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 43,060 shares of the company’s stock after selling 17,487 shares during the period. Tradition Wealth Management LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $8,553,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. MB Generational Wealth LLC acquired a new stake in shares of iShares MSCI USA Quality Factor ETF in the third quarter worth about $16,103,000. Cassilly Financial Group LLC acquired a new stake in shares of iShares MSCI USA Quality Factor ETF in the fourth quarter worth about $1,348,000. Coldstream Capital Management Inc. lifted its position in shares of iShares MSCI USA Quality Factor ETF by 132.4% in the third quarter. Coldstream Capital Management Inc. now owns 1,044,546 shares of the company’s stock worth $203,164,000 after buying an additional 595,017 shares during the last quarter. Aspen Wealth Management LLC lifted its position in shares of iShares MSCI USA Quality Factor ETF by 2.6% in the fourth quarter. Aspen Wealth Management LLC now owns 228,882 shares of the company’s stock worth $45,461,000 after buying an additional 5,878 shares during the last quarter. Finally, Liberty Wealth Management LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF by 2.0% in the fourth quarter. Liberty Wealth Management LLC now owns 159,312 shares of the company’s stock worth $31,622,000 after purchasing an additional 3,188 shares during the period.

iShares MSCI USA Quality Factor ETF Stock Performance

iShares MSCI USA Quality Factor ETF stock opened at $213.14 on Friday. The firm has a market capitalization of $61.80 billion, a PE ratio of 25.59 and a beta of 1.05. iShares MSCI USA Quality Factor ETF has a 52 week low of $175.20 and a 52 week high of $217.65. The business’s 50-day simple moving average is $206.13 and its 200-day simple moving average is $202.13.

iShares MSCI USA Quality Factor ETF Profile

(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. QUAL was launched on Jul 18, 2013 and is managed by BlackRock.

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

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