Compound Planning Inc. Sells 19,399 Shares of iShares U.S. Equity Factor ETF $LRGF

Compound Planning Inc. reduced its holdings in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 2.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 778,056 shares of the company’s stock after selling 19,399 shares during the quarter. iShares U.S. Equity Factor ETF accounts for 1.6% of Compound Planning Inc.’s holdings, making the stock its 9th biggest position. Compound Planning Inc. owned about 1.72% of iShares U.S. Equity Factor ETF worth $51,352,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Strategic Financial Services Inc. grew its position in iShares U.S. Equity Factor ETF by 2.7% in the fourth quarter. Strategic Financial Services Inc. now owns 3,912,625 shares of the company’s stock worth $272,788,000 after buying an additional 104,578 shares during the last quarter. Halbert Hargrove Global Advisors LLC lifted its position in shares of iShares U.S. Equity Factor ETF by 1.9% during the 1st quarter. Halbert Hargrove Global Advisors LLC now owns 3,626,489 shares of the company’s stock valued at $239,348,000 after acquiring an additional 67,011 shares during the last quarter. Wells Fargo & Company MN boosted its stake in shares of iShares U.S. Equity Factor ETF by 7.5% during the 4th quarter. Wells Fargo & Company MN now owns 2,601,518 shares of the company’s stock worth $180,623,000 after acquiring an additional 180,954 shares in the last quarter. SigFig Wealth Management LLC boosted its stake in shares of iShares U.S. Equity Factor ETF by 1.6% during the 4th quarter. SigFig Wealth Management LLC now owns 2,529,572 shares of the company’s stock worth $175,628,000 after acquiring an additional 40,949 shares in the last quarter. Finally, Tolleson Wealth Management Inc. grew its holdings in shares of iShares U.S. Equity Factor ETF by 11.4% in the 2nd quarter. Tolleson Wealth Management Inc. now owns 2,099,726 shares of the company’s stock worth $134,655,000 after acquiring an additional 215,653 shares during the last quarter.

iShares U.S. Equity Factor ETF Stock Down 1.2%

Shares of NYSEARCA LRGF opened at $75.18 on Friday. The stock’s fifty day simple moving average is $75.42 and its 200 day simple moving average is $71.52. The stock has a market capitalization of $3.52 billion, a price-to-earnings ratio of 22.79 and a beta of 0.99. iShares U.S. Equity Factor ETF has a 52-week low of $63.89 and a 52-week high of $77.15.

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.