Compound Planning Inc. grew its stake in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 9.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 801,315 shares of the company’s stock after buying an additional 69,481 shares during the period. iShares U.S. Equity Factor ETF accounts for 1.8% of Compound Planning Inc.’s holdings, making the stock its 12th biggest position. Compound Planning Inc.’s holdings in iShares U.S. Equity Factor ETF were worth $55,355,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also recently made changes to their positions in the stock. Mather Group LLC. acquired a new position in shares of iShares U.S. Equity Factor ETF in the 3rd quarter valued at $53,000. Assetmark Inc. grew its stake in iShares U.S. Equity Factor ETF by 19.8% during the 3rd quarter. Assetmark Inc. now owns 1,127 shares of the company’s stock valued at $78,000 after purchasing an additional 186 shares during the last quarter. Goodman Advisory Group LLC acquired a new position in shares of iShares U.S. Equity Factor ETF in the second quarter valued at about $168,000. GDS Wealth Management purchased a new position in shares of iShares U.S. Equity Factor ETF in the second quarter worth about $201,000. Finally, Money Concepts Capital Corp purchased a new position in shares of iShares U.S. Equity Factor ETF in the third quarter worth about $202,000.
iShares U.S. Equity Factor ETF Stock Down 1.3%
iShares U.S. Equity Factor ETF stock opened at $68.52 on Tuesday. The stock has a 50-day moving average price of $69.59 and a 200 day moving average price of $68.86. The company has a market capitalization of $3.10 billion, a price-to-earnings 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.
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. LRGF was launched on Apr 30, 2015 and is managed by BlackRock.
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