Halbert Hargrove Global Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 1,140 shares of IJR stock, worth $134,280. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,140
Previous 861 32.4%
Holding current value
$134,280
Previous $94,000 43.62%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$108.46 - $120.63 $30,260 - $33,655
279 Added 32.4%
1,140 $135,000
Q2 2025

Jul 17, 2025
SELL
$90.56 - $109.49 $6,248 - $7,554
-69 Reduced 7.42%
861 $94,000
Q4 2024

Feb 05, 2025
BUY
$113.92 - $127.38 $105,945 - $118,463
930 New
930 $107,000
Q4 2023

Jan 23, 2024
BUY
$87.61 - $110.11 $168,298 - $211,521
1,921 New
1,921 $207,000

Others Institutions Holding IJR

# of Institutions
2,839
Shares Held
545M
Call Options Held
554K
Put Options Held
325K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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