Capital Advisors Ltd. LLC Sells 428 Shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

Capital Advisors Ltd. LLC decreased its holdings in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 4.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,651 shares of the company’s stock after selling 428 shares during the period. Capital Advisors Ltd. LLC’s holdings in iShares U.S. Equity Factor ETF were worth $508,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Halbert Hargrove Global Advisors LLC grew its position in shares of iShares U.S. Equity Factor ETF by 1.9% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 3,270,070 shares of the company’s stock worth $192,182,000 after buying an additional 61,704 shares during the period. Ullmann Wealth Partners Group LLC increased its stake in iShares U.S. Equity Factor ETF by 3.9% in the third quarter. Ullmann Wealth Partners Group LLC now owns 1,525,875 shares of the company’s stock valued at $89,676,000 after purchasing an additional 57,794 shares in the last quarter. Plancorp LLC raised its holdings in shares of iShares U.S. Equity Factor ETF by 2.2% during the second quarter. Plancorp LLC now owns 1,491,331 shares of the company’s stock valued at $83,052,000 after purchasing an additional 31,625 shares during the period. Cardinal Point Capital Management ULC raised its holdings in shares of iShares U.S. Equity Factor ETF by 3.4% during the third quarter. Cardinal Point Capital Management ULC now owns 632,786 shares of the company’s stock valued at $37,189,000 after purchasing an additional 20,633 shares during the period. Finally, Affinity Wealth Management LLC bought a new position in shares of iShares U.S. Equity Factor ETF during the 3rd quarter worth about $30,351,000.

iShares U.S. Equity Factor ETF Price Performance

Shares of iShares U.S. Equity Factor ETF stock opened at $59.29 on Friday. The business has a 50-day simple moving average of $58.14 and a 200 day simple moving average of $55.84. iShares U.S. Equity Factor ETF has a one year low of $41.38 and a one year high of $60.27. The firm has a market capitalization of $2.12 billion, a price-to-earnings ratio of 21.21 and a beta of 1.02.

iShares U.S. Equity Factor ETF Company 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.