iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) Shares Sold by Planned Solutions Inc.

Planned Solutions Inc. trimmed its holdings in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 3.4% during the fourth quarter, Holdings Channel reports. The fund owned 17,364 shares of the company’s stock after selling 606 shares during the quarter. iShares U.S. Equity Factor ETF accounts for 0.4% of Planned Solutions Inc.’s investment portfolio, making the stock its 29th largest holding. Planned Solutions Inc.’s holdings in iShares U.S. Equity Factor ETF were worth $1,048,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of LRGF. Atomi Financial Group Inc. raised its position in shares of iShares U.S. Equity Factor ETF by 28.5% in the 4th quarter. Atomi Financial Group Inc. now owns 620,387 shares of the company’s stock valued at $37,440,000 after purchasing an additional 137,733 shares in the last quarter. Diversify Advisory Services LLC lifted its position in shares of iShares U.S. Equity Factor ETF by 11.1% during the fourth quarter. Diversify Advisory Services LLC now owns 52,466 shares of the company’s stock worth $3,147,000 after purchasing an additional 5,250 shares during the last quarter. Ullmann Wealth Partners Group LLC grew its stake in iShares U.S. Equity Factor ETF by 0.9% in the fourth quarter. Ullmann Wealth Partners Group LLC now owns 1,539,884 shares of the company’s stock worth $92,932,000 after purchasing an additional 14,009 shares in the last quarter. JGP Wealth Management LLC increased its holdings in iShares U.S. Equity Factor ETF by 5.8% in the fourth quarter. JGP Wealth Management LLC now owns 4,696 shares of the company’s stock valued at $283,000 after buying an additional 256 shares during the last quarter. Finally, Cardinal Point Capital Management ULC lifted its holdings in iShares U.S. Equity Factor ETF by 6.7% during the 4th quarter. Cardinal Point Capital Management ULC now owns 675,164 shares of the company’s stock worth $40,746,000 after buying an additional 42,378 shares during the last quarter.

iShares U.S. Equity Factor ETF Trading Up 0.9 %

LRGF stock opened at $61.83 on Tuesday. The firm has a market cap of $2.21 billion, a P/E ratio of 21.21 and a beta of 1.02. The stock’s 50 day simple moving average is $61.55 and its 200 day simple moving average is $58.95. iShares U.S. Equity Factor ETF has a 12-month low of $48.00 and a 12-month high of $63.35.

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.