Kohmann Bosshard Financial Services LLC Takes Position in iShares U.S. Equity Factor ETF $LRGF

Kohmann Bosshard Financial Services LLC purchased a new position in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 8,743 shares of the company’s stock, valued at approximately $577,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of LRGF. Corient Private Wealth LLC boosted its stake in iShares U.S. Equity Factor ETF by 1,092.7% in the fourth quarter. Corient Private Wealth LLC now owns 1,526,229 shares of the company’s stock worth $105,966,000 after purchasing an additional 1,398,261 shares in the last quarter. Bank of America Corp DE increased its stake in shares of iShares U.S. Equity Factor ETF by 146.8% in the second 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 in the last quarter. Modern Wealth Management LLC increased its stake in shares of iShares U.S. Equity Factor ETF by 111.2% in the third quarter. Modern Wealth Management LLC now owns 648,941 shares of the company’s stock valued at $44,829,000 after buying an additional 341,720 shares in the last quarter. Tolleson Wealth Management Inc. raised its holdings in shares of iShares U.S. Equity Factor ETF by 11.4% in the second quarter. Tolleson Wealth Management Inc. now owns 2,099,726 shares of the company’s stock valued at $134,655,000 after buying an additional 215,653 shares during the last quarter. Finally, Wells Fargo & Company MN lifted its position in 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 buying an additional 180,954 shares in the last quarter.

iShares U.S. Equity Factor ETF Stock Up 0.6%

Shares of NYSEARCA:LRGF opened at $75.63 on Wednesday. iShares U.S. Equity Factor ETF has a 12 month low of $63.85 and a 12 month high of $77.15. The company’s 50-day moving average price is $74.34 and its two-hundred day moving average price is $70.79. The firm has a market cap of $3.41 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.