LVW Advisors LLC Makes New Investment in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

LVW Advisors LLC purchased a new stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 1,871 shares of the company’s stock, valued at approximately $333,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Signaturefd LLC raised its holdings in iShares MSCI USA Quality Factor ETF by 46.3% in the 3rd quarter. Signaturefd LLC now owns 717 shares of the company’s stock worth $129,000 after acquiring an additional 227 shares during the period. Annandale Capital LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF by 1.4% in the second quarter. Annandale Capital LLC now owns 26,500 shares of the company’s stock worth $4,525,000 after purchasing an additional 363 shares during the period. AlTi Global Inc. lifted its position in shares of iShares MSCI USA Quality Factor ETF by 3.2% during the 2nd quarter. AlTi Global Inc. now owns 30,297 shares of the company’s stock worth $5,174,000 after purchasing an additional 947 shares during the last quarter. CreativeOne Wealth LLC boosted its stake in iShares MSCI USA Quality Factor ETF by 43.4% during the 3rd quarter. CreativeOne Wealth LLC now owns 252,618 shares of the company’s stock valued at $45,294,000 after purchasing an additional 76,472 shares during the period. Finally, Mattson Financial Services LLC acquired a new stake in iShares MSCI USA Quality Factor ETF in the 2nd quarter valued at approximately $2,135,000.

iShares MSCI USA Quality Factor ETF Stock Up 2.3 %

Shares of QUAL stock opened at $180.68 on Tuesday. iShares MSCI USA Quality Factor ETF has a 12 month low of $71.96 and a 12 month high of $88.63. The firm has a market cap of $47.68 billion, a PE ratio of 23.03 and a beta of 1.03. The stock has a 50 day moving average of $181.71 and a 200-day moving average of $177.88.

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.