iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) Holdings Lifted by Wade Financial Advisory Inc

Wade Financial Advisory Inc increased its holdings in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 4.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 201,789 shares of the company’s stock after purchasing an additional 8,086 shares during the period. iShares U.S. Equity Factor ETF accounts for 3.7% of Wade Financial Advisory Inc’s holdings, making the stock its 6th biggest holding. Wade Financial Advisory Inc owned 0.65% of iShares U.S. Equity Factor ETF worth $9,744,000 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 raised its holdings in shares of iShares U.S. Equity Factor ETF by 3.5% during the 3rd quarter. Plancorp LLC now owns 1,359,292 shares of the company’s stock worth $58,885,000 after acquiring an additional 46,214 shares in the last quarter. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of iShares U.S. Equity Factor ETF during the 3rd quarter worth approximately $231,000. Physician Wealth Advisors Inc. purchased a new stake in shares of iShares U.S. Equity Factor ETF during the 4th quarter worth approximately $1,767,000. Halbert Hargrove Global Advisors LLC raised its holdings in iShares U.S. Equity Factor ETF by 28.3% during the 4th quarter. Halbert Hargrove Global Advisors LLC now owns 455,886 shares of the company’s stock valued at $22,015,000 after buying an additional 100,487 shares during the period. Finally, Goodman Advisory Group LLC raised its holdings in iShares U.S. Equity Factor ETF by 34.5% during the 4th quarter. Goodman Advisory Group LLC now owns 17,798 shares of the company’s stock valued at $859,000 after buying an additional 4,564 shares during the period.

iShares U.S. Equity Factor ETF Trading Down 0.5 %

NYSEARCA:LRGF traded down $0.29 during midday trading on Thursday, hitting $54.21. 85,057 shares of the company traded hands, compared to its average volume of 148,610. The firm’s fifty day moving average is $52.97 and its 200-day moving average is $50.10. iShares U.S. Equity Factor ETF has a 12-month low of $41.12 and a 12-month high of $54.79. The firm has a market capitalization of $1.94 billion, a P/E ratio of 21.21 and a beta of 1.02.

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.