iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) Shares Purchased by Halbert Hargrove Global Advisors LLC

Halbert Hargrove Global Advisors LLC raised its position in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 2.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 3,349,515 shares of the company’s stock after purchasing an additional 79,445 shares during the quarter. iShares U.S. Equity Factor ETF makes up approximately 11.2% of Halbert Hargrove Global Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Halbert Hargrove Global Advisors LLC owned approximately 9.36% of iShares U.S. Equity Factor ETF worth $202,143,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. Synergy Asset Management LLC acquired a new position in shares of iShares U.S. Equity Factor ETF during the fourth quarter valued at about $29,000. Principal Securities Inc. acquired a new position in shares of iShares U.S. Equity Factor ETF during the fourth quarter valued at about $94,000. Flagship Private Wealth LLC boosted its holdings in iShares U.S. Equity Factor ETF by 10.3% during the 4th quarter. Flagship Private Wealth LLC now owns 4,327 shares of the company’s stock worth $261,000 after acquiring an additional 405 shares during the last quarter. JGP Wealth Management LLC boosted its holdings in iShares U.S. Equity Factor ETF by 5.8% during the 4th quarter. JGP Wealth Management LLC now owns 4,696 shares of the company’s stock worth $283,000 after acquiring an additional 256 shares during the last quarter. Finally, Aptus Capital Advisors LLC boosted its holdings in iShares U.S. Equity Factor ETF by 58.9% during the 3rd quarter. Aptus Capital Advisors LLC now owns 5,401 shares of the company’s stock worth $317,000 after acquiring an additional 2,003 shares during the last quarter.

iShares U.S. Equity Factor ETF Price Performance

LRGF opened at $61.81 on Friday. The company has a market capitalization of $2.39 billion, a price-to-earnings ratio of 24.79 and a beta of 0.99. The firm’s fifty day moving average price is $62.00 and its two-hundred day moving average price is $60.37. iShares U.S. Equity Factor ETF has a 1 year low of $50.60 and a 1 year high of $63.98.

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.