LifeGoal Investments LLC Acquires 45,518 Shares of iShares U.S. Equity Factor ETF $LRGF

LifeGoal Investments LLC increased its holdings in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 18.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 295,859 shares of the company’s stock after buying an additional 45,518 shares during the period. iShares U.S. Equity Factor ETF comprises approximately 10.2% of LifeGoal Investments LLC’s holdings, making the stock its 2nd biggest position. LifeGoal Investments LLC’s holdings in iShares U.S. Equity Factor ETF were worth $22,376,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of LRGF. Strategic Financial Services Inc. raised its stake in iShares U.S. Equity Factor ETF by 2.7% during the fourth quarter. Strategic Financial Services Inc. now owns 3,912,625 shares of the company’s stock worth $272,788,000 after acquiring an additional 104,578 shares during the period. Halbert Hargrove Global Advisors LLC boosted its stake in iShares U.S. Equity Factor ETF by 1.9% in the first quarter. Halbert Hargrove Global Advisors LLC now owns 3,626,489 shares of the company’s stock valued at $239,348,000 after acquiring an additional 67,011 shares during the period. Wells Fargo & Company MN boosted its stake in iShares U.S. Equity Factor ETF by 7.5% in the fourth quarter. Wells Fargo & Company MN now owns 2,601,518 shares of the company’s stock valued at $180,623,000 after acquiring an additional 180,954 shares during the period. Tolleson Wealth Management Inc. boosted its stake in iShares U.S. Equity Factor ETF by 11.4% in the second quarter. Tolleson Wealth Management Inc. now owns 2,099,726 shares of the company’s stock valued at $134,655,000 after acquiring an additional 215,653 shares during the period. Finally, Plancorp LLC grew its holdings in shares of iShares U.S. Equity Factor ETF by 3.2% during the fourth quarter. Plancorp LLC now owns 1,865,077 shares of the company’s stock valued at $129,492,000 after purchasing an additional 58,185 shares during the last quarter.

iShares U.S. Equity Factor ETF Trading Down 0.3%

Shares of iShares U.S. Equity Factor ETF stock opened at $78.13 on Friday. iShares U.S. Equity Factor ETF has a twelve month low of $63.89 and a twelve month high of $79.06. The business’s 50 day simple moving average is $75.76 and its 200-day simple moving average is $71.97. The stock has a market capitalization of $3.68 billion, a price-to-earnings ratio of 22.79 and a beta of 0.99.

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.