Planned Solutions Inc. Raises Stake in iShares U.S. Equity Factor ETF $LRGF

Planned Solutions Inc. boosted its holdings in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 1.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,185 shares of the company’s stock after acquiring an additional 233 shares during the period. iShares U.S. Equity Factor ETF accounts for about 0.5% of Planned Solutions Inc.’s investment portfolio, making the stock its 29th largest holding. Planned Solutions Inc.’s holdings in iShares U.S. Equity Factor ETF were worth $1,230,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of LRGF. EWA LLC lifted its position in iShares U.S. Equity Factor ETF by 24.6% during the 1st quarter. EWA LLC now owns 489,646 shares of the company’s stock valued at $28,341,000 after acquiring an additional 96,754 shares during the period. Ledyard National Bank lifted its position in iShares U.S. Equity Factor ETF by 7.9% during the 1st quarter. Ledyard National Bank now owns 6,094 shares of the company’s stock valued at $353,000 after acquiring an additional 448 shares during the period. Win Advisors Inc. purchased a new position in iShares U.S. Equity Factor ETF during the 1st quarter valued at about $1,844,000. Spire Wealth Management purchased a new position in iShares U.S. Equity Factor ETF during the 1st quarter valued at about $64,000. Finally, Bartlett & CO. Wealth Management LLC purchased a new position in iShares U.S. Equity Factor ETF during the 1st quarter valued at about $367,000.

iShares U.S. Equity Factor ETF Price Performance

Shares of NYSEARCA LRGF opened at $68.39 on Friday. iShares U.S. Equity Factor ETF has a 1 year low of $49.97 and a 1 year high of $69.69. The stock has a market cap of $2.93 billion, a P/E ratio of 22.79 and a beta of 0.98. The firm has a 50-day moving average of $67.80 and a 200 day moving average of $63.35.

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.