Magnolia Capital Advisors LLC Raises Holdings in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

Magnolia Capital Advisors LLC grew its position in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 3.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,461 shares of the company’s stock after purchasing an additional 548 shares during the period. Magnolia Capital Advisors LLC’s holdings in iShares U.S. Equity Factor ETF were worth $772,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in LRGF. Plancorp LLC boosted its holdings in iShares U.S. Equity Factor ETF by 3.5% in the third quarter. Plancorp LLC now owns 1,359,292 shares of the company’s stock valued at $58,885,000 after purchasing an additional 46,214 shares during the period. Ullmann Wealth Partners Group LLC increased its position in shares of iShares U.S. Equity Factor ETF by 9.9% during the fourth quarter. Ullmann Wealth Partners Group LLC now owns 1,357,318 shares of the company’s stock worth $65,545,000 after purchasing an additional 122,692 shares in the last quarter. Stokes Family Office LLC increased its position in shares of iShares U.S. Equity Factor ETF by 23.9% during the third quarter. Stokes Family Office LLC now owns 1,208,519 shares of the company’s stock worth $52,353,000 after purchasing an additional 232,856 shares in the last quarter. Integrated Wealth Concepts LLC increased its position in shares of iShares U.S. Equity Factor ETF by 1,620.1% during the third quarter. Integrated Wealth Concepts LLC now owns 698,078 shares of the company’s stock worth $30,241,000 after purchasing an additional 657,494 shares in the last quarter. Finally, Cardinal Point Capital Management ULC increased its position in iShares U.S. Equity Factor ETF by 1.2% in the 4th 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 Up 0.1 %

LRGF stock traded up $0.06 during trading on Wednesday, hitting $51.96. The company had a trading volume of 99,243 shares, compared to its average volume of 170,340. The firm has a market cap of $1.82 billion, a PE ratio of 21.66 and a beta of 1.02. iShares U.S. Equity Factor ETF has a 1-year low of $40.44 and a 1-year high of $54.00. The firm has a 50-day moving average price of $52.42 and a 200-day moving average price of $48.66.

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.