Novak Financial Planning LLC Has $1.83 Million Stock Position in iShares Edge MSCI USA Quality Factor ETF (BATS:QUAL)


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Novak Financial Planning LLC lifted its position in shares of iShares Edge MSCI USA Quality Factor ETF (BATS:QUAL) by 5.9% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 15,033 shares of the company’s stock after buying an additional 844 shares during the quarter. iShares Edge MSCI USA Quality Factor ETF comprises 1.0% of Novak Financial Planning LLC’s holdings, making the stock its 29th biggest position. Novak Financial Planning LLC’s holdings in iShares Edge MSCI USA Quality Factor ETF were worth $1,831,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. BlackRock Inc. raised its stake in iShares Edge MSCI USA Quality Factor ETF by 0.6% in the fourth quarter. BlackRock Inc. now owns 4,738,870 shares of the company’s stock valued at $550,704,000 after purchasing an additional 25,935 shares in the last quarter. Morgan Stanley raised its stake in iShares Edge MSCI USA Quality Factor ETF by 6.8% in the fourth quarter. Morgan Stanley now owns 4,695,535 shares of the company’s stock valued at $545,669,000 after purchasing an additional 297,581 shares in the last quarter. Richard Bernstein Advisors LLC raised its stake in iShares Edge MSCI USA Quality Factor ETF by 5.1% in the fourth quarter. Richard Bernstein Advisors LLC now owns 4,452,901 shares of the company’s stock valued at $517,471,000 after purchasing an additional 217,234 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its stake in iShares Edge MSCI USA Quality Factor ETF by 5.5% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 2,732,553 shares of the company’s stock valued at $317,550,000 after purchasing an additional 143,407 shares in the last quarter. Finally, CWM LLC raised its stake in iShares Edge MSCI USA Quality Factor ETF by 23.7% in the fourth quarter. CWM LLC now owns 2,428,655 shares of the company’s stock valued at $282,234,000 after purchasing an additional 465,674 shares in the last quarter.

QUAL stock opened at $126.04 on Monday. The business has a 50-day simple moving average of $120.17 and a 200 day simple moving average of $113.70. iShares Edge MSCI USA Quality Factor ETF has a 52 week low of $71.96 and a 52 week high of $88.63.

See Also: LIBOR

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

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