iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) Shares Sold by Stokes Family Office LLC

Stokes Family Office LLC reduced its holdings in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 41.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 768,634 shares of the company’s stock after selling 533,455 shares during the quarter. iShares U.S. Equity Factor ETF makes up 5.2% of Stokes Family Office LLC’s investment portfolio, making the stock its 3rd biggest holding. Stokes Family Office LLC owned about 2.15% of iShares U.S. Equity Factor ETF worth $41,360,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in LRGF. Concourse Financial Group Securities Inc. raised its stake in iShares U.S. Equity Factor ETF by 49.8% during the 4th quarter. Concourse Financial Group Securities Inc. now owns 599 shares of the company’s stock valued at $29,000 after acquiring an additional 199 shares during the last quarter. ORG Partners LLC increased its position in iShares U.S. Equity Factor ETF by 171.2% during the 4th quarter. ORG Partners LLC now owns 838 shares of the company’s stock worth $40,000 after purchasing an additional 529 shares during the period. YHB Investment Advisors Inc. acquired a new position in iShares U.S. Equity Factor ETF during the 1st quarter worth approximately $45,000. Woodmont Investment Counsel LLC acquired a new position in iShares U.S. Equity Factor ETF during the 1st quarter worth approximately $54,000. Finally, BKM Wealth Management LLC acquired a new position in iShares U.S. Equity Factor ETF during the 4th quarter worth approximately $109,000.

iShares U.S. Equity Factor ETF Price Performance

NYSEARCA:LRGF traded up $0.32 during trading hours on Friday, reaching $57.26. 72,202 shares of the company traded hands, compared to its average volume of 139,046. The firm’s 50-day moving average is $54.97 and its 200-day moving average is $52.40. The stock has a market cap of $2.05 billion, a P/E ratio of 21.21 and a beta of 1.02. iShares U.S. Equity Factor ETF has a 1-year low of $41.38 and a 1-year high of $57.62.

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.