ShoreHaven Wealth Partners LLC lowered its position in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 1.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 402,888 shares of the company’s stock after selling 7,238 shares during the quarter. iShares U.S. Equity Factor ETF accounts for about 11.5% of ShoreHaven Wealth Partners LLC’s holdings, making the stock its 2nd largest position. ShoreHaven Wealth Partners LLC owned 1.13% of iShares U.S. Equity Factor ETF worth $24,314,000 at the end of the most recent reporting period.
Several other institutional investors also recently modified their holdings of LRGF. Halbert Hargrove Global Advisors LLC lifted its holdings in shares of iShares U.S. Equity Factor ETF by 1.9% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 3,270,070 shares of the company’s stock worth $192,182,000 after acquiring an additional 61,704 shares during the period. Sterling Investment Counsel LLC acquired a new position in iShares U.S. Equity Factor ETF in the third quarter worth about $256,000. Pettinga Financial Advisors LLC lifted its stake in iShares U.S. Equity Factor ETF by 1.3% during the third quarter. Pettinga Financial Advisors LLC now owns 456,738 shares of the company’s stock worth $26,842,000 after purchasing an additional 5,719 shares during the period. Allworth Financial LP boosted its holdings in iShares U.S. Equity Factor ETF by 0.4% during the third quarter. Allworth Financial LP now owns 49,452 shares of the company’s stock valued at $2,906,000 after purchasing an additional 173 shares in the last quarter. Finally, Diversify Advisory Services LLC grew its stake in shares of iShares U.S. Equity Factor ETF by 7.6% in the 3rd quarter. Diversify Advisory Services LLC now owns 47,216 shares of the company’s stock valued at $2,826,000 after purchasing an additional 3,328 shares during the period.
iShares U.S. Equity Factor ETF Trading Up 1.3 %
Shares of LRGF opened at $63.72 on Friday. The stock has a market cap of $2.28 billion, a PE ratio of 21.21 and a beta of 1.02. iShares U.S. Equity Factor ETF has a 1 year low of $50.19 and a 1 year high of $63.74. The stock has a 50 day simple moving average of $61.81 and a 200-day simple moving average of $59.69.
About iShares U.S. Equity Factor ETF
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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