Orgel Wealth Management LLC Purchases 46,036 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Orgel Wealth Management LLC lifted its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 3.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,282,828 shares of the company’s stock after acquiring an additional 46,036 shares during the period. iShares MSCI USA Quality Factor ETF accounts for about 6.0% of Orgel Wealth Management LLC’s holdings, making the stock its 7th biggest position. Orgel Wealth Management LLC owned approximately 0.49% of iShares MSCI USA Quality Factor ETF worth $228,446,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the business. TruWealth Advisors LLC lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 4.5% in the 4th quarter. TruWealth Advisors LLC now owns 23,855 shares of the company’s stock valued at $4,248,000 after buying an additional 1,027 shares during the period. Ameritas Advisory Services LLC raised its position in iShares MSCI USA Quality Factor ETF by 28.0% in the fourth quarter. Ameritas Advisory Services LLC now owns 315,093 shares of the company’s stock worth $56,112,000 after acquiring an additional 68,835 shares in the last quarter. HB Wealth Management LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF by 1.0% during the 4th quarter. HB Wealth Management LLC now owns 7,033 shares of the company’s stock worth $1,253,000 after purchasing an additional 72 shares in the last quarter. Financial & Tax Architects LLC acquired a new position in shares of iShares MSCI USA Quality Factor ETF during the 4th quarter worth $205,000. Finally, CGN Advisors LLC increased its holdings in shares of iShares MSCI USA Quality Factor ETF by 0.7% in the 4th quarter. CGN Advisors LLC now owns 108,559 shares of the company’s stock valued at $19,332,000 after purchasing an additional 806 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Trading Up 2.3 %

Shares of iShares MSCI USA Quality Factor ETF stock opened at $180.68 on Friday. The company has a 50-day moving average of $181.78 and a two-hundred day moving average of $177.78. 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 $47.68 billion, a PE ratio of 23.03 and a beta of 1.03.

About iShares MSCI USA Quality Factor ETF

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.