Halbert Hargrove Global Advisors, LLC Purchases in Q3 2024

Halbert Hargrove Global Advisors, LLC

  • $1.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
54.5K
+ 11.87%
$283.28 - $314.39 $15.5M - $17.1M
514K $162M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
18.9K
+ 0.31%
$42.72 - $47.0 $806K - $887K
6.11M $287M
LRGF
Ishares Tr

ETFs
61.7K
+ 1.92%
$52.89 - $58.77 $3.26M - $3.63M
3.27M $192M
IEFA
Ishares Tr

ETFs
26.6K
+ 1.54%
$70.09 - $78.74 $1.87M - $2.1M
1.76M $138M
INTF
Ishares Tr

ETFs
132K
+ 4.85%
$28.08 - $31.79 $3.71M - $4.2M
2.86M $89.9M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
39.6K
+ 1.32%
$35.93 - $39.59 $1.42M - $1.57M
3.03M $119M
IWM
Ishares Russell 2000 ETF

ETFs
413
+ 0.12%
$200.87 - $224.6 $83K - $92.8K
346K $76.5M
IEMG
Ishares Inc

ETFs
8.96K
+ 0.41%
$53.64 - $53.64 $480K - $480K
2.17M $116M
VTI
Vanguard Total Stock Market Et

ETFs
2.36K
New
$255.18 - $283.2 $601K - $667K
2.36K $667K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
724
+ 160.89%
$475.2 - $527.7 $344K - $382K
1.17K $619K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.48K
+ 45.23%
$41.9 - $48.26 $230K - $264K
17.6K $842K
VB
Vanguard Small Cap ETF

ETFs
1.05K
New
$214.77 - $237.72 $226K - $250K
1.05K $249K
XLI
Industrial Sector Spdr

ETFs
1.78K
New
$120.56 - $135.44 $214K - $240K
1.78K $240K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
8.31K
+ 24.33%
$22.51 - $23.92 $187K - $199K
42.5K $1.01M
WMT
Walmart Inc.

Consumer Defensive
2.65K
New
$66.91 - $81.4 $178K - $216K
2.65K $214K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.98K
New
$92.63 - $105.69 $183K - $209K
1.98K $206K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
118
+ 0.33%
$30.61 - $34.92 $3.61K - $4.12K
36.2K $1.25M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.18K
+ 2.3%
$100.09 - $100.69 $118K - $119K
52.4K $5.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
184
+ 9.69%
$434.77 - $502.96 $80K - $92.5K
2.08K $1.02M
BALL
Ball Corp

Consumer Cyclical
27
+ 0.3%
$58.86 - $67.91 $1.59K - $1.83K
8.99K $610K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
10.3K
New
$6.3 - $6.99 $65.1K - $72.2K
10.3K $68K
XLY
Select Sector Spdr Consumer Di

ETFs
24
+ 1.51%
$170.05 - $200.86 $4.08K - $4.82K
1.62K $323K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
43
+ 0.93%
$96.25 - $101.98 $4.14K - $4.39K
4.65K $470K
Pimco ETF Tr
281K
New
N/A
281K $0
Activity Summary
Buys All Purchases 25 New Holdings 7 Increased Positions 18 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 1 Puts 5
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