iShares U.S. Equity Factor ETF $LRGF is LifeGoal Investments LLC’s Largest Position

LifeGoal Investments LLC boosted its stake in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 11.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 172,924 shares of the company’s stock after buying an additional 17,568 shares during the quarter. iShares U.S. Equity Factor ETF makes up 9.9% of LifeGoal Investments LLC’s portfolio, making the stock its largest position. LifeGoal Investments LLC’s holdings in iShares U.S. Equity Factor ETF were worth $11,952,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in LRGF. SigFig Wealth Management LLC raised its stake in shares of iShares U.S. Equity Factor ETF by 25.8% during the third quarter. SigFig Wealth Management LLC now owns 2,488,623 shares of the company’s stock valued at $171,516,000 after acquiring an additional 509,729 shares in the last quarter. Bank of America Corp DE boosted its holdings in shares of iShares U.S. Equity Factor ETF by 146.8% in the second quarter. Bank of America Corp DE now owns 770,165 shares of the company’s stock valued at $49,391,000 after purchasing an additional 458,079 shares during the period. Osaic Holdings Inc. grew its stake in iShares U.S. Equity Factor ETF by 258.5% in the second quarter. Osaic Holdings Inc. now owns 582,939 shares of the company’s stock worth $37,369,000 after purchasing an additional 420,321 shares in the last quarter. Modern Wealth Management LLC increased its holdings in iShares U.S. Equity Factor ETF by 111.2% during the 3rd quarter. Modern Wealth Management LLC now owns 648,941 shares of the company’s stock worth $44,829,000 after purchasing an additional 341,720 shares during the period. Finally, Tolleson Wealth Management Inc. increased its holdings in iShares U.S. Equity Factor ETF by 11.4% during the 2nd quarter. Tolleson Wealth Management Inc. now owns 2,099,726 shares of the company’s stock worth $134,655,000 after purchasing an additional 215,653 shares during the period.

iShares U.S. Equity Factor ETF Trading Up 0.0%

Shares of iShares U.S. Equity Factor ETF stock opened at $67.53 on Wednesday. The stock’s fifty day moving average price is $69.19 and its 200-day moving average price is $69.08. The firm has a market cap of $3.06 billion, a P/E ratio of 22.79 and a beta of 0.98. iShares U.S. Equity Factor ETF has a 12 month low of $49.97 and a 12 month high of $71.07.

iShares U.S. Equity Factor ETF Profile

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. LRGF was launched on Apr 30, 2015 and is managed by BlackRock.