iShares U.S. Equity Factor ETF $LRGF Shares Bought by LifeGoal Investments LLC

LifeGoal Investments LLC raised its stake in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 7.3% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 317,596 shares of the company’s stock after acquiring an additional 21,737 shares during the quarter. iShares U.S. Equity Factor ETF makes up 7.6% of LifeGoal Investments LLC’s investment portfolio, making the stock its largest position. LifeGoal Investments LLC’s holdings in iShares U.S. Equity Factor ETF were worth $24,725,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Endeavor Private Wealth Inc. increased its stake in shares of iShares U.S. Equity Factor ETF by 6.6% during the second quarter. Endeavor Private Wealth Inc. now owns 3,414 shares of the company’s stock worth $258,000 after purchasing an additional 210 shares in the last quarter. Rockefeller Capital Management L.P. lifted its stake in iShares U.S. Equity Factor ETF by 127.2% in the 4th quarter. Rockefeller Capital Management L.P. now owns 509 shares of the company’s stock valued at $35,000 after buying an additional 285 shares in the last quarter. Stonebrook Private Inc. boosted its holdings in iShares U.S. Equity Factor ETF by 31.8% in the 4th quarter. Stonebrook Private Inc. now owns 3,935 shares of the company’s stock worth $273,000 after buying an additional 950 shares during the last quarter. XML Financial LLC boosted its holdings in iShares U.S. Equity Factor ETF by 19.1% in the 1st quarter. XML Financial LLC now owns 8,218 shares of the company’s stock worth $542,000 after buying an additional 1,316 shares during the last quarter. Finally, Physician Wealth Advisors Inc. increased its stake in iShares U.S. Equity Factor ETF by 3.3% during the 1st quarter. Physician Wealth Advisors Inc. now owns 49,322 shares of the company’s stock worth $3,255,000 after buying an additional 1,592 shares in the last quarter.

iShares U.S. Equity Factor ETF Price Performance

NYSEARCA LRGF opened at $79.15 on Friday. The stock’s 50 day simple moving average is $78.31 and its 200-day simple moving average is $74.99. The company has a market cap of $3.73 billion, a PE ratio of 22.79 and a beta of 0.98. iShares U.S. Equity Factor ETF has a 1-year low of $63.89 and a 1-year high of $79.90.

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.