Halbert Hargrove Global Advisors, LLC Sells in Q2 2025

Halbert Hargrove Global Advisors, LLC

  • $1.89 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.63M
- 99.87%
$91.43 - $91.74 $149M - $149M
2.1K $192K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.9M
- 99.98%
$50.28 - $50.47 $95.8M - $96.1M
382 $19K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-42K
- 8.26%
$272.36 - $339.57 $11.4M - $14.3M
466K $158M
TT
Trane Technologies PLC

Industrials
-6.99K
- 98.92%
$315.21 - $437.41 $2.2M - $3.06M
76 $33K
MSFT
Microsoft Corp

Technology
-7.11K
- 46.1%
$354.56 - $497.45 $2.52M - $3.54M
8.32K $4.14M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-66.9K
Closed
$24.66 - $25.17 $1.65M - $1.69M
0 $0
IWC
Russell Micro Cap ETF

ETFs
-5.32K
- 5.45%
$97.43 - $127.66 $518K - $679K
92.1K $11.8M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-37.5K
- 85.99%
$22.43 - $23.23 $842K - $872K
6.12K $142K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-10.3K
- 58.76%
$59.98 - $74.92 $616K - $769K
7.21K $536K
IWV
Ishares Russell 3000 ETF

ETFs
-2.78K
- 13.26%
$281.67 - $351.0 $782K - $975K
18.2K $6.38M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-5.73K
Closed
$100.35 - $100.71 $575K - $577K
0 $0
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-5.5K
- 54.85%
$86.93 - $109.64 $478K - $603K
4.53K $496K
K
Kellogg CO

Consumer Defensive
-6.57K
Closed
$77.85 - $82.88 $511K - $544K
0 $0
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
-16K
- 65.87%
$26.33 - $33.39 $422K - $536K
8.31K $275K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.07K
- 7.44%
$100.04 - $100.54 $408K - $410K
50.7K $5.1M
IR
Ingersoll Rand Inc.

Industrials
-4K
- 98.43%
$66.75 - $84.94 $267K - $340K
64 $5K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-5.2K
- 41.54%
$65.66 - $77.49 $341K - $403K
7.32K $555K
USRT
Ishares Core U.S. Reit ETF

ETFs
-5.59K
- 27.59%
$50.37 - $57.97 $282K - $324K
14.7K $830K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4.47K
- 9.68%
$108.06 - $135.3 $483K - $605K
41.7K $5.65M
DBX
Dropbox, Inc.

Technology
-6.5K
Closed
$25.42 - $29.7 $165K - $193K
0 $0
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.75K
- 79.62%
$50.08 - $63.14 $138K - $174K
704 $44K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-5.24K
- 58.68%
$29.19 - $50.24 $153K - $263K
3.69K $185K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-2.8K
Closed
$46.47 - $47.67 $130K - $134K
0 $0
NVDA
Nvidia Corp

Technology
-988
- 82.82%
$94.31 - $157.99 $93.2K - $156K
205 $32K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.65K
- 99.82%
$72.02 - $73.82 $118K - $121K
3 $0
GOOG
Alphabet Inc.

Communication Services
-248
- 5.01%
$146.58 - $180.01 $36.4K - $44.6K
4.7K $833K
SPY
Spdr S&P 500 ETF Trust

ETFs
-168
- 20.74%
$496.48 - $617.85 $83.4K - $104K
642 $396K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-3.98K
- 41.59%
$16.58 - $24.56 $66K - $97.7K
5.59K $135K
ISRG
Intuitive Surgical Inc

Healthcare
-309
- 6.37%
$451.58 - $565.94 $140K - $175K
4.55K $2.47M
CTSH
Cognizant Technology Solutions Corp

Technology
-674
- 16.43%
$66.47 - $81.81 $44.8K - $55.1K
3.43K $267K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-816
Closed
$56.88 - $70.77 $46.4K - $57.7K
0 $0
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-653
- 20.56%
$71.28 - $83.74 $46.5K - $54.7K
2.52K $211K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-210
Closed
$212.1 - $244.27 $44.5K - $51.3K
0 $0
HELX
Franklin Templeton ETF Tr Geno

ETFs
-1.4K
- 77.68%
N/A
402 $12K
XOM
Exxon Mobil Corp

Energy
-391
- 67.41%
$99.93 - $119.04 $39.1K - $46.5K
189 $20K
MUB
Ishares National Muni Bond ETF

ETFs
-361
Closed
$102.31 - $105.8 $36.9K - $38.2K
0 $0
ACN
Accenture PLC

Technology
-100
- 69.44%
$279.23 - $323.21 $27.9K - $32.3K
44 $13K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-76
- 55.07%
$376.48 - $440.65 $28.6K - $33.5K
62 $27K
CRWD
Crowd Strike Holdings, Inc.

Technology
-100
- 81.97%
$321.63 - $509.31 $32.2K - $50.9K
22 $11K
ABBV
Abb Vie Inc.

Healthcare
-167
- 76.96%
$170.16 - $206.27 $28.4K - $34.4K
50 $9K
UNH
Unitedhealth Group Inc

Healthcare
-32
- 37.21%
$274.35 - $599.47 $8.78K - $19.2K
54 $16K
FINX
Global X Fds Fintech ETF (De)

ETFs
-1.12K
- 59.94%
$24.27 - $34.22 $27.2K - $38.4K
750 $25K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-313
- 5.13%
$94.78 - $95.97 $29.7K - $30K
5.79K $554K
XPO
Xpo Logistics, Inc.

Industrials
-159
- 50.16%
$91.46 - $128.1 $14.5K - $20.4K
158 $19K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-269
- 56.87%
N/A
204 $15K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-330
- 5.79%
$28.33 - $36.72 $9.35K - $12.1K
5.37K $194K
IHDG
Wisdomtree Tr

ETFs
-470
- 33.72%
$38.54 - $46.0 $18.1K - $21.6K
924 $41K
L
Loews Corp

Financial Services
-175
- 57.0%
$80.89 - $92.09 $14.2K - $16.1K
132 $12K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.15K
- 12.85%
$39.89 - $49.46 $85.8K - $106K
14.6K $721K
Activity Summary
Buys All Purchases 76 New Holdings 10 Increased Positions 66 Sells All Sells 142 Reductions 97 Sold out 45 Options Calls 0 Puts 7
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