Wescott Financial Advisory Group LLC Invests $5.47 Million in iShares Edge MSCI Multifactor USA ETF (NYSEARCA:LRGF)

Wescott Financial Advisory Group LLC bought a new position in shares of iShares Edge MSCI Multifactor USA ETF (NYSEARCA:LRGF) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 126,337 shares of the company’s stock, valued at approximately $5,468,000. iShares Edge MSCI Multifactor USA ETF comprises approximately 3.2% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 5th biggest holding. Wescott Financial Advisory Group LLC owned 0.50% of iShares Edge MSCI Multifactor USA ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also made changes to their positions in the company. Commonwealth Equity Services LLC grew its stake in iShares Edge MSCI Multifactor USA ETF by 1.8% in the first quarter. Commonwealth Equity Services LLC now owns 179,621 shares of the company’s stock worth $7,299,000 after purchasing an additional 3,152 shares in the last quarter. Capital Investment Advisory Services LLC grew its stake in iShares Edge MSCI Multifactor USA ETF by 17.5% in the first quarter. Capital Investment Advisory Services LLC now owns 4,975 shares of the company’s stock worth $202,000 after purchasing an additional 742 shares in the last quarter. Halbert Hargrove Global Advisors LLC grew its stake in iShares Edge MSCI Multifactor USA ETF by 56.9% in the first quarter. Halbert Hargrove Global Advisors LLC now owns 61,341 shares of the company’s stock worth $2,493,000 after purchasing an additional 22,256 shares in the last quarter. ARGI Investment Services LLC grew its stake in iShares Edge MSCI Multifactor USA ETF by 0.3% in the first quarter. ARGI Investment Services LLC now owns 190,031 shares of the company’s stock worth $7,723,000 after purchasing an additional 485 shares in the last quarter. Finally, Strategic Financial Services Inc boosted its stake in iShares Edge MSCI Multifactor USA ETF by 4.2% in the first quarter. Strategic Financial Services Inc now owns 4,599,178 shares of the company’s stock valued at $186,911,000 after acquiring an additional 184,578 shares during the period.

LRGF stock traded up $0.42 during midday trading on Wednesday, reaching $44.21. The company had a trading volume of 6,606 shares, compared to its average volume of 125,866. The stock has a 50 day moving average price of $43.92 and a 200 day moving average price of $42.47. iShares Edge MSCI Multifactor USA ETF has a fifty-two week low of $31.72 and a fifty-two week high of $45.12.

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Institutional Ownership by Quarter for iShares Edge MSCI Multifactor USA ETF (NYSEARCA:LRGF)

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