Partners in Financial Planning Takes Position in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

Partners in Financial Planning purchased a new position in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 20,477 shares of the company’s stock, valued at approximately $1,236,000. Partners in Financial Planning owned approximately 0.06% of iShares U.S. Equity Factor ETF at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Halbert Hargrove Global Advisors LLC boosted its holdings in shares of iShares U.S. Equity Factor ETF by 2.4% during the 4th quarter. Halbert Hargrove Global Advisors LLC now owns 3,349,515 shares of the company’s stock valued at $202,143,000 after buying an additional 79,445 shares in the last quarter. Ullmann Wealth Partners Group LLC boosted its stake in iShares U.S. Equity Factor ETF by 0.9% during the fourth quarter. Ullmann Wealth Partners Group LLC now owns 1,539,884 shares of the company’s stock worth $92,932,000 after acquiring an additional 14,009 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in iShares U.S. Equity Factor ETF by 128.5% in the fourth quarter. JPMorgan Chase & Co. now owns 1,514,134 shares of the company’s stock worth $91,378,000 after purchasing an additional 851,586 shares during the period. Clearwater Capital Advisors LLC increased its stake in shares of iShares U.S. Equity Factor ETF by 0.3% during the fourth quarter. Clearwater Capital Advisors LLC now owns 1,034,725 shares of the company’s stock valued at $62,446,000 after purchasing an additional 2,727 shares in the last quarter. Finally, Integrated Wealth Concepts LLC lifted its holdings in shares of iShares U.S. Equity Factor ETF by 19.3% during the third quarter. Integrated Wealth Concepts LLC now owns 731,132 shares of the company’s stock valued at $42,969,000 after purchasing an additional 118,245 shares during the last quarter.

iShares U.S. Equity Factor ETF Stock Down 1.9 %

iShares U.S. Equity Factor ETF stock opened at $57.53 on Monday. The stock’s 50 day moving average is $61.12 and its 200 day moving average is $60.67. The company has a market capitalization of $2.22 billion, a P/E ratio of 22.89 and a beta of 1.00. iShares U.S. Equity Factor ETF has a twelve month low of $50.60 and a twelve month high of $63.98.

iShares U.S. Equity Factor ETF Company 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.