LifeGoal Investments LLC Has $14.86 Million Stake in iShares U.S. Equity Factor ETF $LRGF

LifeGoal Investments LLC boosted its holdings in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 23.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 214,078 shares of the company’s stock after acquiring an additional 41,154 shares during the period. iShares U.S. Equity Factor ETF comprises approximately 9.9% of LifeGoal Investments LLC’s holdings, making the stock its largest position. LifeGoal Investments LLC’s holdings in iShares U.S. Equity Factor ETF were worth $14,864,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. First Foundation Advisors grew its holdings in shares of iShares U.S. Equity Factor ETF by 0.9% during the third quarter. First Foundation Advisors now owns 17,799 shares of the company’s stock valued at $1,230,000 after buying an additional 167 shares during the last quarter. Cerity Partners LLC raised its holdings in shares of iShares U.S. Equity Factor ETF by 0.3% in the 2nd quarter. Cerity Partners LLC now owns 51,042 shares of the company’s stock worth $3,273,000 after acquiring an additional 175 shares during the last quarter. Assetmark Inc. raised its holdings in shares of iShares U.S. Equity Factor ETF by 19.8% in the 3rd quarter. Assetmark Inc. now owns 1,127 shares of the company’s stock worth $78,000 after acquiring an additional 186 shares during the last quarter. Advisory Services Network LLC lifted its position in iShares U.S. Equity Factor ETF by 1.7% in the 3rd quarter. Advisory Services Network LLC now owns 17,080 shares of the company’s stock valued at $1,180,000 after acquiring an additional 282 shares in the last quarter. Finally, Foundations Investment Advisors LLC lifted its position in iShares U.S. Equity Factor ETF by 5.3% in the 3rd quarter. Foundations Investment Advisors LLC now owns 8,836 shares of the company’s stock valued at $610,000 after acquiring an additional 443 shares in the last quarter.

iShares U.S. Equity Factor ETF Stock Performance

LRGF stock opened at $64.13 on Tuesday. The business has a 50-day simple moving average of $68.42 and a two-hundred day simple moving average of $68.99. The company has a market capitalization of $2.91 billion, a P/E ratio of 22.79 and a beta of 0.98. iShares U.S. Equity Factor ETF has a 52-week low of $49.97 and a 52-week high of $71.07.

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.