Orion Portfolio Solutions LLC Has $2.49 Million Holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Orion Portfolio Solutions LLC trimmed its position in iShares MSCI USA Quality Factor ETF (BATS:QUALGet Rating) by 17.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,242 shares of the company’s stock after selling 4,605 shares during the quarter. Orion Portfolio Solutions LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $2,485,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of QUAL. Curi Wealth Management LLC raised its holdings in shares of iShares MSCI USA Quality Factor ETF by 98.3% in the 1st quarter. Curi Wealth Management LLC now owns 230 shares of the company’s stock worth $30,000 after buying an additional 114 shares in the last quarter. Herold Advisors Inc. bought a new stake in iShares MSCI USA Quality Factor ETF in the first quarter valued at $34,000. Worth Asset Management LLC raised its stake in iShares MSCI USA Quality Factor ETF by 136.0% during the second quarter. Worth Asset Management LLC now owns 354 shares of the company’s stock worth $40,000 after acquiring an additional 204 shares in the last quarter. IMA Wealth Inc. lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 162.2% during the fourth quarter. IMA Wealth Inc. now owns 312 shares of the company’s stock valued at $45,000 after acquiring an additional 193 shares during the period. Finally, Key Financial Inc boosted its stake in shares of iShares MSCI USA Quality Factor ETF by 183.1% in the 1st quarter. Key Financial Inc now owns 334 shares of the company’s stock valued at $45,000 after purchasing an additional 216 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Stock Down 1.0 %

QUAL opened at $108.88 on Friday. The firm’s 50-day simple moving average is $118.84 and its 200-day simple moving average is $121.47. iShares MSCI USA Quality Factor ETF has a twelve month low of $71.96 and a twelve month high of $88.63.

Further Reading

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

Receive News & Ratings for iShares MSCI USA Quality Factor ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares MSCI USA Quality Factor ETF and related companies with MarketBeat.com's FREE daily email newsletter.