ShoreHaven Wealth Partners LLC purchased a new stake in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) during the third quarter, according to its most recent filing with the SEC. The firm purchased 72,041 shares of the company’s stock, valued at approximately $5,608,000. iShares U.S. Equity Factor ETF accounts for 1.7% of ShoreHaven Wealth Partners LLC’s portfolio, making the stock its 18th biggest holding. ShoreHaven Wealth Partners LLC owned about 0.15% of iShares U.S. Equity Factor ETF at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also made changes to their positions in LRGF. Triumph Capital Management purchased a new stake in shares of iShares U.S. Equity Factor ETF during the 3rd quarter worth $26,000. Rockefeller Capital Management L.P. grew its stake in iShares U.S. Equity Factor ETF by 127.2% in the fourth quarter. Rockefeller Capital Management L.P. now owns 509 shares of the company’s stock valued at $35,000 after purchasing an additional 285 shares during the last quarter. Concurrent Investment Advisors LLC purchased a new position in iShares U.S. Equity Factor ETF in the second quarter valued at about $222,000. BetterWealth LLC purchased a new position in iShares U.S. Equity Factor ETF in the first quarter valued at about $248,000. Finally, Endeavor Private Wealth Inc. grew its stake in iShares U.S. Equity Factor ETF by 6.6% in the second quarter. Endeavor Private Wealth Inc. now owns 3,414 shares of the company’s stock valued at $258,000 after purchasing an additional 210 shares during the last quarter.
iShares U.S. Equity Factor ETF Stock Performance
Shares of iShares U.S. Equity Factor ETF stock opened at $78.00 on Friday. The company has a market capitalization of $3.68 billion, a PE ratio of 22.79 and a beta of 0.98. The company has a 50-day simple moving average of $78.46 and a two-hundred day simple moving average of $75.49. iShares U.S. Equity Factor ETF has a one year low of $63.89 and a one year high of $79.90.
iShares U.S. Equity Factor ETF 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.
Featured Stories
- Five stocks we like better than iShares U.S. Equity Factor ETF
- Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027
- ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid
- Does the AI Selloff Put Alphabet’s Breakout in Doubt?
- Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery
Want to see what other hedge funds are holding LRGF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report).
Receive News & Ratings for iShares U.S. Equity Factor ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares U.S. Equity Factor ETF and related companies with MarketBeat.com's FREE daily email newsletter.
