iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) is Forte Asset Management LLC’s 9th Largest Position

Forte Asset Management LLC reduced its position in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 9.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 109,266 shares of the company’s stock after selling 11,596 shares during the period. iShares U.S. Equity Factor ETF comprises 3.6% of Forte Asset Management LLC’s portfolio, making the stock its 9th biggest holding. Forte Asset Management LLC’s holdings in iShares U.S. Equity Factor ETF were worth $5,276,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of LRGF. Ullmann Wealth Partners Group LLC increased its stake in iShares U.S. Equity Factor ETF by 121.7% during the 3rd quarter. Ullmann Wealth Partners Group LLC now owns 1,234,626 shares of the company’s stock worth $53,484,000 after buying an additional 677,624 shares in the last quarter. Integrated Wealth Concepts LLC boosted its holdings in shares of iShares U.S. Equity Factor ETF by 1,620.1% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 698,078 shares of the company’s stock worth $30,241,000 after purchasing an additional 657,494 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of iShares U.S. Equity Factor ETF by 494.2% during the 1st quarter. JPMorgan Chase & Co. now owns 506,339 shares of the company’s stock worth $20,983,000 after purchasing an additional 421,130 shares during the last quarter. Stokes Family Office LLC boosted its holdings in shares of iShares U.S. Equity Factor ETF by 26.1% during the 4th quarter. Stokes Family Office LLC now owns 1,474,274 shares of the company’s stock worth $57,511,000 after purchasing an additional 305,252 shares during the last quarter. Finally, CI Private Wealth LLC acquired a new position in shares of iShares U.S. Equity Factor ETF during the 4th quarter worth approximately $5,715,000.

iShares U.S. Equity Factor ETF Price Performance

LRGF traded down $0.19 during trading hours on Friday, reaching $51.00. The company’s stock had a trading volume of 22,166 shares, compared to its average volume of 162,878. The stock has a market cap of $1.78 billion, a PE ratio of 21.66 and a beta of 1.02. iShares U.S. Equity Factor ETF has a fifty-two week low of $40.44 and a fifty-two week high of $54.00. The business’s 50-day moving average is $52.39 and its 200-day moving average is $48.40.

About iShares U.S. Equity Factor ETF

The iShares U.S. Equity Factor ETF (LRGF) is an exchange-traded fund that is based on the STOXX U.S. Equity Factor index. The fund tracks an index of US large- and mid-cap equities. Stocks are selected and weighted to maximize exposure to five factors: momentum, quality, value, low volatility, and size.