Halbert Hargrove Global Advisors, LLC Ishares Morningstar Value ETF Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.89 Billion
- Q2 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 703 shares of ILCV stock, worth $60,254. This represents 0.0% of its overall portfolio holdings.
Number of Shares
703
Previous 880
20.11%
Holding current value
$60,254
Previous $71,000
18.31%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding ILCV
# of Institutions
189Shares Held
9.51MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY879KShares$75.4 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC792KShares$67.9 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA703KShares$60.2 Million2.81% of portfolio
-
Matrix Trust CO700KShares$60 Million9.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC527KShares$45.2 Million0.02% of portfolio