Halbert Hargrove Global Advisors, LLC Ishares Tr Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.53 Billion
- Q1 2024
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 724,813 shares of INTF stock, worth $21.2 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
724,813
Previous 543,721
33.31%
Holding current value
$21.2 Million
Previous $15.2 Million
41.92%
% of portfolio
1.42%
Previous 1.05%
Shares
15 transactions
Others Institutions Holding INTF
# of Institutions
135Shares Held
33.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY6.99MShares$204 Million13.5% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$73 Million14.57% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$71.3 Million3.22% of portfolio
-
Integrated Wealth Concepts LLC2MShares$58.5 Million0.89% of portfolio
-
Clearwater Capital Advisors, LLC1.78MShares$51.9 Million5.94% of portfolio