Halbert Hargrove Global Advisors, LLC Ishares Russell 2000 ETF Transaction History

Halbert Hargrove Global Advisors, LLC

$1.76 Billion
Q1 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 353,170 shares of IWM stock, worth $73.8 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

353,170

Previous 352,360 0.23%

Holding current value

$73.8 Million

Previous $77.9 Million 9.51%

% of portfolio

4.0%

Previous 4.34%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$198.1 - $229.79 $160,461 - $186,129	810 Added 0.23%	353,170 $70.5 Million
Q4 2024 Feb 05, 2025	BUY	$216.13 - $242.4 $1.31 Million - $1.47 Million	6,048 Added 1.75%	352,360 $77.9 Million
Q3 2024 Oct 16, 2024	BUY	$200.87 - $224.6 $82,959 - $92,759	413 Added 0.12%	346,312 $76.5 Million
Q2 2024 Jul 26, 2024	SELL	$192.84 - $209.44 $326,478 - $354,581	-1,693 Reduced 0.49%	345,899 $70.2 Million
Q1 2024 Apr 17, 2024	SELL	$189.48 - $210.3 $902,114 - $1 Million	-4,761 Reduced 1.35%	347,592 $73.1 Million
Q4 2023 Jan 23, 2024	SELL	$162.21 - $204.82 $3.27 Million - $4.13 Million	-20,181 Reduced 5.42%	352,353 $70.7 Million
Q3 2023 Oct 13, 2023	BUY	$174.36 - $198.71 $356,914 - $406,759	2,047 Added 0.55%	372,534 $65.8 Million
Q2 2023 Aug 14, 2023	BUY	$170.4 - $187.93 $620,596 - $684,441	3,642 Added 0.99%	370,487 $69.4 Million
Q1 2023 Apr 25, 2023	BUY	$170.25 - $198.32 $405,535 - $472,398	2,382 Added 0.65%	366,845 $65.4 Million
Q4 2022 Jan 25, 2023	BUY	$166.81 - $188.05 $1.38 Million - $1.55 Million	8,243 Added 2.31%	364,463 $0
Q3 2022 Oct 24, 2022	BUY	$164.17 - $201.07 $1.29 Million - $1.58 Million	7,864 Added 2.26%	356,220 $58.7 Million
Q2 2022 Aug 05, 2022	SELL	$163.9 - $207.91 $412,536 - $523,309	-2,517 Reduced 0.72%	348,356 $59 Million
Q1 2022 May 13, 2022	SELL	$191.52 - $225.32 $831,962 - $978,790	-4,344 Reduced 1.22%	350,873 $72 Million
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $83,151 - $95,083	392 Added 0.11%	355,217 $79 Million
Q3 2021 Oct 29, 2021	SELL	$211.73 - $231.39 $2.01 Million - $2.2 Million	-9,502 Reduced 2.61%	354,825 $77.6 Million
Q2 2021 Jul 29, 2021	BUY	$211.85 - $232.89 $204,011 - $224,273	963 Added 0.27%	364,327 $83.6 Million
Q1 2021 May 06, 2021	SELL	$193.5 - $234.42 $924,736 - $1.12 Million	-4,779 Reduced 1.3%	363,364 $80.3 Million
Q4 2020 Feb 04, 2021	BUY	$152.18 - $199.14 $1.82 Million - $2.38 Million	11,956 Added 3.36%	368,143 $72.2 Million
Q3 2020 Nov 10, 2020	BUY	$139.07 - $158.46 $32.1 Million - $36.6 Million	231,033 Added 184.6%	356,187 $53.4 Million
Q2 2020 Aug 10, 2020	BUY	$104.62 - $153.09 $2.44 Million - $3.57 Million	23,329 Added 22.91%	125,154 $17.9 Million
Q1 2020 May 01, 2020	BUY	$99.9 - $169.53 $10.2 Million - $17.3 Million	101,825 New	101,825 $11.7 Million
Q4 2019 Feb 12, 2020	SELL	$146.46 - $166.68 $333,782 - $379,863	-2,279 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$144.85 - $157.9 $330,113 - $359,854	2,279 New	2,279 $345,000
Q1 2019 May 13, 2019	SELL	$132.25 - $158.24 $3.71 Million - $4.43 Million	-28,027 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$125.88 - $166.33 $3.53 Million - $4.66 Million	28,027 New	28,027 $3.75 Million

Others Institutions Holding IWM

# of Institutions

2,858

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Halbert Hargrove Global Advisors, LLC Ishares Russell 2000 ETF Transaction History