Compound Planning Inc. Acquires 69,481 Shares of iShares U.S. Equity Factor ETF $LRGF

Compound Planning Inc. grew its holdings in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 9.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 801,315 shares of the company’s stock after purchasing an additional 69,481 shares during the period. iShares U.S. Equity Factor ETF comprises approximately 1.8% of Compound Planning Inc.’s holdings, making the stock its 12th largest holding. Compound Planning Inc. owned approximately 1.87% of iShares U.S. Equity Factor ETF worth $55,355,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. SigFig Wealth Management LLC grew its holdings in shares of iShares U.S. Equity Factor ETF by 25.8% in the third quarter. SigFig Wealth Management LLC now owns 2,488,623 shares of the company’s stock worth $171,516,000 after purchasing an additional 509,729 shares during the last quarter. Bank of America Corp DE boosted its position in iShares U.S. Equity Factor ETF by 146.8% in the 2nd quarter. Bank of America Corp DE now owns 770,165 shares of the company’s stock valued at $49,391,000 after buying an additional 458,079 shares during the period. Osaic Holdings Inc. grew its stake in iShares U.S. Equity Factor ETF by 258.5% in the 2nd quarter. Osaic Holdings Inc. now owns 582,939 shares of the company’s stock worth $37,369,000 after acquiring an additional 420,321 shares in the last quarter. Tolleson Wealth Management Inc. increased its position in shares of iShares U.S. Equity Factor ETF by 11.4% during the second 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 period. Finally, EWA LLC increased its position in shares of iShares U.S. Equity Factor ETF by 38.9% during the third quarter. EWA LLC now owns 706,148 shares of the company’s stock worth $48,781,000 after acquiring an additional 197,867 shares during the period.

iShares U.S. Equity Factor ETF Stock Performance

iShares U.S. Equity Factor ETF stock opened at $68.52 on Tuesday. iShares U.S. Equity Factor ETF has a fifty-two week low of $49.97 and a fifty-two week high of $71.07. The company has a market capitalization of $3.10 billion, a PE ratio of 22.79 and a beta of 0.98. The company has a 50 day moving average price of $69.59 and a 200-day moving average price of $68.86.

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