Halbert Hargrove Global Advisors, LLC Ishares Russell 1000 Val 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 Russell 1000 Val ETF stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 6,408 shares of IWD stock, worth $1.3 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,408
Previous 731 776.61%
Holding current value
$1.3 Million
Previous $141,000 824.82%
% of portfolio
0.06%
Previous 0.01%

Shares

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

Oct 16, 2025
BUY
$192.76 - $203.86 $1.09 Million - $1.16 Million
5,677 Added 776.61%
6,408 $1.3 Million
Q2 2025

Jul 17, 2025
BUY
$166.82 - $194.23 $92,918 - $108,186
557 Added 320.11%
731 $141,000
Q1 2025

Apr 17, 2025
BUY
$182.82 - $196.21 $44,790 - $48,071
245 Added 140.8%
419 $78,000
Q4 2024

Jul 17, 2025
SELL
$183.23 - $199.79 $44,891 - $48,948
-245 Reduced 58.47%
174 $32,000
Q4 2024

Feb 05, 2025
BUY
$183.23 - $199.79 $31,882 - $34,763
174 New
174 $32,000
Q3 2022

Oct 24, 2022
BUY
$135.99 - $161.15 $200,449 - $237,535
1,474 New
1,474 $200,000
Q2 2022

Aug 05, 2022
SELL
$140.99 - $168.41 $180,326 - $215,396
-1,279 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $471 - $511
3 Added 0.24%
1,279 $212,000
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $200,485 - $214,470
1,276 New
1,276 $214,000
Q3 2021

Oct 29, 2021
SELL
$154.62 - $164.07 $203,016 - $215,423
-1,313 Closed
0 $0
Q2 2021

Jul 29, 2021
BUY
$152.86 - $162.4 $200,705 - $213,231
1,313 New
1,313 $208,000

Others Institutions Holding IWD

# of Institutions
1,963
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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