Legacy Financial Group LLC Has $14.18 Million Stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Legacy Financial Group LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 3.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 79,639 shares of the company’s stock after buying an additional 2,927 shares during the period. iShares MSCI USA Quality Factor ETF makes up approximately 0.0% of Legacy Financial Group LLC’s investment portfolio, making the stock its 16th largest position. Legacy Financial Group LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $14,182,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 13.8% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 958,349 shares of the company’s stock worth $170,663,000 after acquiring an additional 116,187 shares during the last quarter. Regatta Capital Group LLC raised its holdings in iShares MSCI USA Quality Factor ETF by 2.2% in the 4th quarter. Regatta Capital Group LLC now owns 91,288 shares of the company’s stock valued at $16,257,000 after buying an additional 1,946 shares during the last quarter. Clarendon Private LLC bought a new position in iShares MSCI USA Quality Factor ETF in the 4th quarter valued at approximately $1,532,000. Flagship Private Wealth LLC raised its holdings in iShares MSCI USA Quality Factor ETF by 27.5% in the 4th quarter. Flagship Private Wealth LLC now owns 54,239 shares of the company’s stock valued at $9,659,000 after buying an additional 11,685 shares during the last quarter. Finally, Duncan Williams Asset Management LLC bought a new position in iShares MSCI USA Quality Factor ETF in the 4th quarter valued at approximately $366,000.

iShares MSCI USA Quality Factor ETF Price Performance

Shares of BATS QUAL opened at $184.10 on Monday. The company has a 50 day simple moving average of $181.80 and a 200 day simple moving average of $178.16. The firm has a market cap of $48.58 billion, a PE ratio of 23.03 and a beta of 1.03. iShares MSCI USA Quality Factor ETF has a 1 year low of $71.96 and a 1 year high of $88.63.

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.