Halbert Hargrove Global Advisors, LLC Ishares Tr Russell 1000 ETF 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 Russell 1000 ETF stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 458,391 shares of IWB stock, worth $136 Million. This represents 8.64% of its overall portfolio holdings.

Number of Shares
458,391
Previous 458,062 0.07%
Holding current value
$136 Million
Previous $120 Million 9.91%
% of portfolio
8.64%
Previous 8.25%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$257.46 - $288.1 $84,704 - $94,784
329 Added 0.07%
458,391 $132 Million
Q4 2023

Jan 23, 2024
SELL
$225.16 - $263.17 $7.19 Million - $8.4 Million
-31,913 Reduced 6.51%
458,062 $120 Million
Q3 2023

Oct 13, 2023
BUY
$234.05 - $252.17 $439,077 - $473,070
1,876 Added 0.38%
489,975 $115 Million
Q2 2023

Aug 14, 2023
BUY
$221.85 - $243.74 $1.88 Million - $2.07 Million
8,480 Added 1.77%
488,099 $119 Million
Q1 2023

Apr 25, 2023
BUY
$208.78 - $230.55 $96.3 Million - $106 Million
461,363 Added 2527.19%
479,619 $108 Million
Q4 2022

Jan 25, 2023
BUY
$205.85 - $224.49 $344,181 - $375,347
1,672 Added 10.08%
18,256 $0
Q3 2022

Oct 24, 2022
BUY
N/A
2,360 Added 16.59%
16,584 $3.27 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-444,826 Reduced 96.9%
14,224 $2.96 Million
Q1 2022

May 13, 2022
SELL
N/A
-44,475 Reduced 8.83%
459,050 $115 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-5,303 Reduced 1.04%
503,525 $133 Million
Q3 2021

Oct 29, 2021
SELL
N/A
-27,924 Reduced 5.2%
508,828 $123 Million
Q2 2021

Jul 29, 2021
BUY
N/A
5,530 Added 1.04%
536,752 $130 Million
Q1 2021

May 06, 2021
SELL
N/A
-254 Reduced 0.05%
531,222 $119 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-7,309 Reduced 1.36%
531,476 $113 Million
Q3 2020

Nov 10, 2020
SELL
N/A
-22,554 Reduced 4.02%
538,785 $101 Million
Q2 2020

Aug 10, 2020
BUY
N/A
548,982 Added 4442.68%
561,339 $96.4 Million
Q1 2020

May 01, 2020
SELL
N/A
-592,127 Reduced 97.96%
12,357 $1.75 Million
Q4 2019

Feb 12, 2020
SELL
N/A
-11,075 Reduced 1.8%
604,484 $108 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-2,309 Reduced 0.37%
615,559 $101 Million
Q2 2019

Jul 26, 2019
BUY
N/A
617,868 New
617,868 $101 Million
Q1 2019

May 13, 2019
SELL
N/A
-19,178 Closed
0 $0
Q4 2018

Feb 11, 2019
SELL
N/A
-675,157 Reduced 97.24%
19,178 $2.66 Million
Q3 2018

Oct 31, 2018
SELL
N/A
-27,367 Reduced 3.79%
694,335 $112 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-1,991 Reduced 0.28%
721,702 $110 Million
Q1 2018

May 01, 2018
BUY
N/A
8,559 Added 1.2%
723,693 $106 Million
Q4 2017

Feb 01, 2018
SELL
N/A
-11,995 Reduced 1.65%
715,134 $106 Million
Q3 2017

Nov 02, 2017
BUY
N/A
727,129
727,129 $102 Million

Others Institutions Holding IWB

# of Institutions
1,294
Shares Held
95.6M
Call Options Held
61.3K
Put Options Held
158K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Halbert Hargrove Global Advisors, LLC Portfolio

Follow Halbert Hargrove Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email