LifeGoal Wealth Advisors Buys Shares of 60,087 iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)

LifeGoal Wealth Advisors purchased a new stake in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 60,087 shares of the company’s stock, valued at approximately $3,626,000. iShares U.S. Equity Factor ETF makes up about 3.9% of LifeGoal Wealth Advisors’ investment portfolio, making the stock its 8th largest holding. LifeGoal Wealth Advisors owned 0.17% of iShares U.S. Equity Factor ETF at the end of the most recent reporting period.

Several other large investors have also modified their holdings of LRGF. JPMorgan Chase & Co. increased its position in iShares U.S. Equity Factor ETF by 4.4% during the 3rd quarter. JPMorgan Chase & Co. now owns 662,548 shares of the company’s stock worth $38,938,000 after purchasing an additional 28,119 shares in the last quarter. FMR LLC grew its holdings in shares of 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 buying an additional 2,670 shares in the last quarter. Kingsview Wealth Management LLC raised its position in shares of iShares U.S. Equity Factor ETF by 1.5% in the fourth quarter. Kingsview Wealth Management LLC now owns 69,090 shares of the company’s stock valued at $4,170,000 after buying an additional 1,003 shares during the last quarter. Citigroup Inc. lifted its stake in shares of iShares U.S. Equity Factor ETF by 29.4% during the third quarter. Citigroup Inc. now owns 142,433 shares of the company’s stock valued at $8,371,000 after buying an additional 32,400 shares during the period. Finally, Savvy Advisors Inc. acquired a new stake in iShares U.S. Equity Factor ETF during the third quarter worth approximately $320,000.

iShares U.S. Equity Factor ETF Stock Performance

Shares of LRGF opened at $61.87 on Wednesday. iShares U.S. Equity Factor ETF has a fifty-two week low of $50.60 and a fifty-two week high of $63.98. The stock has a fifty day moving average of $61.93 and a two-hundred day moving average of $60.27. The company has a market capitalization of $2.39 billion, a PE ratio of 24.79 and a beta of 0.99.

About iShares U.S. Equity Factor ETF

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.