iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) Stock Holdings Lowered by Wealthspire Advisors LLC

Wealthspire Advisors LLC trimmed its holdings in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGFFree Report) by 4.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 69,149 shares of the company’s stock after selling 3,528 shares during the period. Wealthspire Advisors LLC’s holdings in iShares U.S. Equity Factor ETF were worth $3,339,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Plancorp LLC grew its holdings in shares of iShares U.S. Equity Factor ETF by 3.5% in the 3rd quarter. Plancorp LLC now owns 1,359,292 shares of the company’s stock worth $58,885,000 after acquiring an additional 46,214 shares during the last quarter. Ullmann Wealth Partners Group LLC raised its holdings in iShares U.S. Equity Factor ETF by 9.9% during the 4th quarter. Ullmann Wealth Partners Group LLC now owns 1,357,318 shares of the company’s stock worth $65,545,000 after buying an additional 122,692 shares during the period. Stokes Family Office LLC lifted its stake in iShares U.S. Equity Factor ETF by 7.7% during the fourth quarter. Stokes Family Office LLC now owns 1,302,089 shares of the company’s stock valued at $62,878,000 after buying an additional 93,570 shares in the last quarter. Integrated Wealth Concepts LLC boosted its holdings in shares of iShares U.S. Equity Factor ETF by 1,620.1% in the third quarter. Integrated Wealth Concepts LLC now owns 698,078 shares of the company’s stock worth $30,241,000 after buying an additional 657,494 shares during the period. Finally, Cardinal Point Capital Management ULC raised its holdings in shares of iShares U.S. Equity Factor ETF by 1.2% during the fourth quarter. Cardinal Point Capital Management ULC now owns 570,032 shares of the company’s stock valued at $27,527,000 after acquiring an additional 6,840 shares during the period.

iShares U.S. Equity Factor ETF Stock Performance

Shares of NYSEARCA:LRGF traded up $0.01 during mid-day trading on Wednesday, hitting $53.11. The stock had a trading volume of 75,508 shares, compared to its average volume of 159,684. iShares U.S. Equity Factor ETF has a 12-month low of $40.95 and a 12-month high of $54.00. The company has a market cap of $1.90 billion, a PE ratio of 21.21 and a beta of 1.02. The company’s 50 day moving average is $52.61 and its 200-day moving average is $49.25.

About iShares U.S. Equity Factor ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

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