Ullmann Wealth Partners Group LLC Sells 190,393 Shares of iShares U.S. Equity Factor ETF $LRGF

Ullmann Wealth Partners Group LLC cut its holdings in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 13.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,216,690 shares of the company’s stock after selling 190,393 shares during the period. iShares U.S. Equity Factor ETF accounts for approximately 8.9% of Ullmann Wealth Partners Group LLC’s investment portfolio, making the stock its 3rd biggest holding. Ullmann Wealth Partners Group LLC’s holdings in iShares U.S. Equity Factor ETF were worth $85,302,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. First Foundation Advisors boosted its stake in shares of iShares U.S. Equity Factor ETF by 0.9% during the 3rd quarter. First Foundation Advisors now owns 17,799 shares of the company’s stock worth $1,230,000 after acquiring an additional 167 shares in the last quarter. Cerity Partners LLC boosted its stake in shares of iShares U.S. Equity Factor ETF by 0.3% during the 2nd quarter. Cerity Partners LLC now owns 51,042 shares of the company’s stock worth $3,273,000 after acquiring an additional 175 shares in the last quarter. Assetmark Inc. boosted its stake in shares of iShares U.S. Equity Factor ETF by 19.8% during the 3rd quarter. Assetmark Inc. now owns 1,127 shares of the company’s stock worth $78,000 after acquiring an additional 186 shares in the last quarter. Savvy Advisors Inc. boosted its stake in shares of iShares U.S. Equity Factor ETF by 4.3% during the 4th quarter. Savvy Advisors Inc. now owns 5,682 shares of the company’s stock worth $395,000 after acquiring an additional 235 shares in the last quarter. Finally, Advisory Services Network LLC boosted its stake in shares of iShares U.S. Equity Factor ETF by 1.7% during the 3rd quarter. Advisory Services Network LLC now owns 17,080 shares of the company’s stock worth $1,180,000 after acquiring an additional 282 shares in the last quarter.

iShares U.S. Equity Factor ETF Stock Up 1.8%

LRGF stock opened at $74.96 on Friday. The company’s 50-day simple moving average is $72.62 and its 200-day simple moving average is $70.26. iShares U.S. Equity Factor ETF has a 52-week low of $61.32 and a 52-week high of $77.15. The firm has a market cap of $3.38 billion, a P/E ratio of 22.79 and a beta of 0.99.

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.