Market Street Wealth Management Advisors LLC Makes New $1.98 Million Investment in iShares U.S. Equity Factor ETF $LRGF

Market Street Wealth Management Advisors LLC acquired a new stake in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 25,411 shares of the company’s stock, valued at approximately $1,978,000. Market Street Wealth Management Advisors LLC owned approximately 0.05% of iShares U.S. Equity Factor ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in LRGF. Endeavor Private Wealth Inc. grew its stake in iShares U.S. Equity Factor ETF by 6.6% in the 2nd quarter. Endeavor Private Wealth Inc. now owns 3,414 shares of the company’s stock worth $258,000 after acquiring an additional 210 shares in the last quarter. Rockefeller Capital Management L.P. boosted its holdings in shares of iShares U.S. Equity Factor ETF by 127.2% in the fourth quarter. Rockefeller Capital Management L.P. now owns 509 shares of the company’s stock valued at $35,000 after purchasing an additional 285 shares during the period. Stonebrook Private Inc. boosted its holdings in shares of iShares U.S. Equity Factor ETF by 31.8% in the fourth quarter. Stonebrook Private Inc. now owns 3,935 shares of the company’s stock valued at $273,000 after purchasing an additional 950 shares during the period. XML Financial LLC grew its stake in iShares U.S. Equity Factor ETF by 19.1% in the first quarter. XML Financial LLC now owns 8,218 shares of the company’s stock worth $542,000 after purchasing an additional 1,316 shares in the last quarter. Finally, Physician Wealth Advisors Inc. grew its stake in iShares U.S. Equity Factor ETF by 3.3% in the first quarter. Physician Wealth Advisors Inc. now owns 49,322 shares of the company’s stock worth $3,255,000 after purchasing an additional 1,592 shares in the last quarter.

iShares U.S. Equity Factor ETF Stock Down 0.3%

LRGF opened at $79.15 on Friday. The stock’s fifty day moving average is $78.31 and its two-hundred day moving average is $74.99. The company has a market capitalization of $3.73 billion, a P/E ratio of 22.79 and a beta of 0.98. iShares U.S. Equity Factor ETF has a 52 week low of $63.89 and a 52 week high of $79.90.

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. LRGF was launched on Apr 30, 2015 and is managed by BlackRock.