Halbert Hargrove Global Advisors LLC Has $239.35 Million Stock Holdings in iShares U.S. Equity Factor ETF $LRGF

Halbert Hargrove Global Advisors LLC grew its holdings in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 1.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,626,489 shares of the company’s stock after buying an additional 67,011 shares during the quarter. iShares U.S. Equity Factor ETF makes up 11.5% of Halbert Hargrove Global Advisors LLC’s portfolio, making the stock its 3rd largest position. Halbert Hargrove Global Advisors LLC owned about 8.23% of iShares U.S. Equity Factor ETF worth $239,348,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in LRGF. Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of iShares U.S. Equity Factor ETF in the 4th quarter valued at about $25,000. Rockefeller Capital Management L.P. raised its holdings in iShares U.S. Equity Factor ETF by 127.2% during the fourth quarter. Rockefeller Capital Management L.P. now owns 509 shares of the company’s stock worth $35,000 after acquiring an additional 285 shares in the last quarter. Ares Financial Consulting LLC acquired a new position in iShares U.S. Equity Factor ETF during the fourth quarter valued at approximately $38,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in iShares U.S. Equity Factor ETF during the fourth quarter valued at approximately $41,000. Finally, Timmons Wealth Management LLC bought a new position in iShares U.S. Equity Factor ETF in the fourth quarter valued at approximately $56,000.

iShares U.S. Equity Factor ETF Stock Down 0.2%

LRGF stock opened at $75.44 on Tuesday. The company has a market cap of $3.41 billion, a price-to-earnings ratio of 22.79 and a beta of 0.99. iShares U.S. Equity Factor ETF has a twelve month low of $61.32 and a twelve month high of $77.15. The business has a 50 day moving average price of $73.80 and a two-hundred day moving average price of $70.58.

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.