A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 503,945 shares of IVV stock, worth $301 Million. This represents 16.08% of its overall portfolio holdings.

Number of Shares
503,945
Previous 505,662 0.34%
Holding current value
$301 Million
Previous $277 Million 5.05%
% of portfolio
16.08%
Previous 16.05%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$520.18 - $576.82 $893,149 - $990,399
-1,717 Reduced 0.34%
503,945 $291 Million
Q2 2024

Jul 26, 2024

BUY
$497.53 - $549.64 $18 Million - $19.8 Million
36,079 Added 7.68%
505,662 $277 Million
Q1 2024

Apr 17, 2024

SELL
$469.56 - $525.73 $6.1 Million - $6.83 Million
-12,999 Reduced 2.69%
469,583 $247 Million
Q4 2023

Jan 23, 2024

SELL
$412.55 - $479.0 $8.89 Million - $10.3 Million
-21,549 Reduced 4.27%
482,582 $230 Million
Q3 2023

Oct 13, 2023

SELL
$427.76 - $460.18 $2.54 Million - $2.74 Million
-5,944 Reduced 1.17%
504,131 $216 Million
Q2 2023

Aug 14, 2023

SELL
$406.17 - $445.71 $589,758 - $647,170
-1,452 Reduced 0.28%
510,075 $227 Million
Q1 2023

Apr 25, 2023

BUY
$381.13 - $418.66 $1.54 Million - $1.69 Million
4,035 Added 0.8%
511,527 $210 Million
Q4 2022

Jan 25, 2023

BUY
$357.98 - $409.32 $832,303 - $951,669
2,325 Added 0.46%
507,492 $0
Q3 2022

Oct 24, 2022

BUY
$358.65 - $432.04 $2.97 Million - $3.57 Million
8,268 Added 1.66%
505,167 $181 Million
Q2 2022

Aug 05, 2022

SELL
$366.99 - $458.8 $318,180 - $397,779
-867 Reduced 0.17%
496,899 $188 Million
Q1 2022

May 13, 2022

SELL
$418.06 - $479.84 $12,959 - $14,875
-31 Reduced 0.01%
497,766 $226 Million
Q4 2021

Feb 14, 2022

BUY
$430.29 - $479.53 $2.31 Million - $2.57 Million
5,359 Added 1.09%
497,797 $237 Million
Q3 2021

Oct 29, 2021

SELL
$426.8 - $455.27 $10.7 Million - $11.4 Million
-25,049 Reduced 4.84%
492,438 $212 Million
Q2 2021

Jul 29, 2021

BUY
$402.08 - $429.92 $8.24 Million - $8.81 Million
20,497 Added 4.12%
517,487 $222 Million
Q1 2021

May 06, 2021

BUY
$370.22 - $398.75 $2.38 Million - $2.57 Million
6,434 Added 1.31%
496,990 $198 Million
Q4 2020

Feb 04, 2021

BUY
$327.62 - $375.39 $11.4 Million - $13 Million
34,747 Added 7.62%
490,556 $184 Million
Q3 2020

Nov 10, 2020

BUY
$311.81 - $359.24 $78.5 Million - $90.4 Million
251,653 Added 123.27%
455,809 $153 Million
Q2 2020

Aug 10, 2020

BUY
$246.8 - $324.4 $33.3 Million - $43.7 Million
134,776 Added 194.26%
204,156 $63.2 Million
Q1 2020

May 01, 2020

BUY
$224.65 - $339.88 $14.9 Million - $22.6 Million
66,434 Added 2255.06%
69,380 $17.9 Million
Q2 2019

Jul 26, 2019

BUY
$276.38 - $296.02 $814,215 - $872,074
2,946 New
2,946 $868,000
Q1 2019

May 13, 2019

SELL
$245.43 - $286.57 $15.3 Million - $17.8 Million
-62,140 Closed
0 $0
Q4 2018

Feb 11, 2019

BUY
$236.09 - $293.95 $14 Million - $17.4 Million
59,188 Added 2005.01%
62,140 $15.6 Million
Q3 2018

Oct 31, 2018

SELL
$272.73 - $295.76 $272 - $295
-1 Reduced 0.03%
2,952 $864,000
Q2 2018

Aug 10, 2018

SELL
$259.21 - $280.89 $40,436 - $43,818
-156 Reduced 5.02%
2,953 $806,000
Q1 2018

May 01, 2018

SELL
$259.62 - $288.66 $184,849 - $205,525
-712 Reduced 18.63%
3,109 $825,000
Q4 2017

Feb 01, 2018

BUY
$253.97 - $271.47 $90,667 - $96,914
357 Added 10.31%
3,821 $1.03 Million
Q3 2017

Nov 02, 2017

BUY
$246.18 - $253.1 $852,767 - $876,738
3,464
3,464 $876,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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