Ullmann Wealth Partners Group LLC Has $85.30 Million Position in iShares U.S. Equity Factor ETF $LRGF

Ullmann Wealth Partners Group LLC decreased its holdings in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 13.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,216,690 shares of the company’s stock after selling 190,393 shares during the period. iShares U.S. Equity Factor ETF comprises approximately 8.9% of Ullmann Wealth Partners Group LLC’s investment portfolio, making the stock its 3rd biggest holding. Ullmann Wealth Partners Group LLC owned about 2.69% of iShares U.S. Equity Factor ETF worth $85,302,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the business. Janney Montgomery Scott LLC increased its position in shares of iShares U.S. Equity Factor ETF by 75.4% during the fourth quarter. Janney Montgomery Scott LLC now owns 14,861 shares of the company’s stock worth $1,032,000 after purchasing an additional 6,388 shares in the last quarter. Stonebrook Private Inc. increased its position in shares of iShares U.S. Equity Factor ETF by 31.8% during the fourth quarter. Stonebrook Private Inc. now owns 3,935 shares of the company’s stock worth $273,000 after purchasing an additional 950 shares in the last quarter. LPL Financial LLC increased its position in shares of iShares U.S. Equity Factor ETF by 15.1% during the fourth quarter. LPL Financial LLC now owns 380,893 shares of the company’s stock worth $26,445,000 after purchasing an additional 49,921 shares in the last quarter. XML Financial LLC acquired a new position in shares of iShares U.S. Equity Factor ETF during the fourth quarter worth $479,000. Finally, Parallel Advisors LLC increased its position in shares of iShares U.S. Equity Factor ETF by 3.6% during the fourth quarter. Parallel Advisors LLC now owns 151,188 shares of the company’s stock worth $10,497,000 after purchasing an additional 5,226 shares in the last quarter.

iShares U.S. Equity Factor ETF Trading Up 1.8%

Shares of LRGF stock opened at $74.96 on Friday. The business’s fifty day simple moving average is $72.62 and its 200-day simple moving average is $70.26. The company has a market cap of $3.38 billion, a PE ratio of 22.79 and a beta of 0.99. iShares U.S. Equity Factor ETF has a 12-month low of $61.32 and a 12-month high of $77.15.

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