Ullmann Wealth Partners Group LLC Purchases 1,117,660 Shares of iShares U.S. Equity Factor ETF $LRGF

Ullmann Wealth Partners Group LLC purchased a new stake in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,117,660 shares of the company’s stock, valued at approximately $87,010,000. iShares U.S. Equity Factor ETF makes up approximately 7.8% of Ullmann Wealth Partners Group LLC’s holdings, making the stock its 3rd largest position. Ullmann Wealth Partners Group LLC owned approximately 2.36% of iShares U.S. Equity Factor ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of LRGF. Envestnet Asset Management Inc. grew its holdings in shares of iShares U.S. Equity Factor ETF by 6.1% in the 2nd quarter. Envestnet Asset Management Inc. now owns 698,956 shares of the company’s stock worth $52,862,000 after acquiring an additional 40,370 shares during the last quarter. Blue Edge Capital LLC acquired a new stake in shares of iShares U.S. Equity Factor ETF during the second quarter worth $11,010,000. RVW Wealth LLC acquired a new stake in shares of iShares U.S. Equity Factor ETF during the third quarter worth $3,469,000. LifeGoal Investments LLC raised its position in shares of iShares U.S. Equity Factor ETF by 18.2% during the second quarter. LifeGoal Investments LLC now owns 295,859 shares of the company’s stock worth $22,376,000 after purchasing an additional 45,518 shares during the period. Finally, ShoreHaven Wealth Partners LLC purchased a new stake in shares of iShares U.S. Equity Factor ETF during the third quarter valued at $5,608,000.

iShares U.S. Equity Factor ETF Stock Down 4.3%

Shares of NYSEARCA LRGF opened at $74.71 on Friday. iShares U.S. Equity Factor ETF has a 12 month low of $63.89 and a 12 month high of $79.90. The company has a market cap of $3.54 billion, a price-to-earnings ratio of 22.79 and a beta of 0.99. The business has a fifty day simple moving average of $78.26 and a 200-day simple moving average of $74.00.

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