Affinity Wealth Management LLC Boosts Stake in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

Affinity Wealth Management LLC boosted its stake in iShares U.S. Equity Factor ETF (NYSEARCA:LRGFFree Report) by 0.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 516,882 shares of the company’s stock after purchasing an additional 445 shares during the quarter. iShares U.S. Equity Factor ETF comprises about 5.5% of Affinity Wealth Management LLC’s investment portfolio, making the stock its 4th largest holding. Affinity Wealth Management LLC’s holdings in iShares U.S. Equity Factor ETF were worth $31,194,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Sterling Investment Counsel LLC bought a new stake in shares of iShares U.S. Equity Factor ETF in the 3rd quarter valued at about $256,000. JGP Wealth Management LLC increased its position in shares of iShares U.S. Equity Factor ETF by 10.8% in the 3rd quarter. JGP Wealth Management LLC now owns 4,440 shares of the company’s stock valued at $261,000 after buying an additional 433 shares in the last quarter. Aptus Capital Advisors LLC raised its stake in iShares U.S. Equity Factor ETF by 58.9% during the 3rd quarter. Aptus Capital Advisors LLC now owns 5,401 shares of the company’s stock worth $317,000 after buying an additional 2,003 shares during the period. FMR LLC lifted its holdings in iShares U.S. Equity Factor ETF by 96.6% during the third quarter. FMR LLC now owns 5,434 shares of the company’s stock worth $319,000 after acquiring an additional 2,670 shares in the last quarter. Finally, Savvy Advisors Inc. acquired a new position in iShares U.S. Equity Factor ETF in the third quarter valued at about $320,000.

iShares U.S. Equity Factor ETF Stock Performance

NYSEARCA LRGF opened at $62.92 on Friday. The stock has a market cap of $2.25 billion, a price-to-earnings ratio of 21.21 and a beta of 1.02. iShares U.S. Equity Factor ETF has a 52-week low of $49.16 and a 52-week high of $63.35. The business has a 50 day simple moving average of $61.66 and a 200 day simple moving average of $59.13.

iShares U.S. Equity Factor ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

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