Oath Planning LLC Purchases New Stake in iShares MSCI USA Quality Factor ETF $QUAL

Oath Planning LLC purchased a new stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,962 shares of the company’s stock, valued at approximately $588,000. iShares MSCI USA Quality Factor ETF accounts for 0.6% of Oath Planning LLC’s holdings, making the stock its 29th biggest position.

Other institutional investors also recently added to or reduced their stakes in the company. WealthBridge Capital Management LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF by 3.7% in the fourth quarter. WealthBridge Capital Management LLC now owns 1,395 shares of the company’s stock worth $277,000 after purchasing an additional 50 shares in the last quarter. Empire Life Investments Inc. lifted its stake in iShares MSCI USA Quality Factor ETF by 0.8% in the 4th quarter. Empire Life Investments Inc. now owns 6,150 shares of the company’s stock worth $1,222,000 after purchasing an additional 50 shares in the last quarter. Tompkins Financial Corp lifted its stake in iShares MSCI USA Quality Factor ETF by 17.8% in the 4th quarter. Tompkins Financial Corp now owns 344 shares of the company’s stock worth $68,000 after purchasing an additional 52 shares in the last quarter. First Command Advisory Services Inc. lifted its stake in iShares MSCI USA Quality Factor ETF by 16.5% in the 4th quarter. First Command Advisory Services Inc. now owns 374 shares of the company’s stock worth $74,000 after purchasing an additional 53 shares in the last quarter. Finally, Members Trust Co lifted its stake in iShares MSCI USA Quality Factor ETF by 4.3% in the 3rd quarter. Members Trust Co now owns 1,384 shares of the company’s stock worth $269,000 after purchasing an additional 57 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

BATS QUAL opened at $215.90 on Friday. iShares MSCI USA Quality Factor ETF has a 1 year low of $175.20 and a 1 year high of $217.65. The stock has a market capitalization of $62.60 billion, a PE ratio of 25.59 and a beta of 1.05. The company’s 50 day simple moving average is $208.14 and its two-hundred day simple moving average is $202.84.

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