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
IYM
Ishares Tr

ETFs
-1
Closed
$116.16 - $140.01 $116 - $140
0 $0
ENFR
Alerian Energy Infrastructure

ETFs
0
Closed
$28.49 - $33.44 $0 - $0
0 $0
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-1
Closed
$51.36 - $62.5 $51.4 - $62.5
0 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
0
Closed
$45.12 - $46.23 $0 - $0
0 $0
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-1
Closed
$42.95 - $53.21 $43 - $53.2
0 $0
Arm Holdings PLC
-1
Closed
N/A
0 $0
XLE
Energy Sector Spdr

ETFs
0
Closed
$76.44 - $94.13 $0 - $0
0 $0
XLP
Consumer Staples Sector Spdr

ETFs
-1
Closed
N/A
0 $0
RH
Rh

Consumer Cyclical
0
Closed
$145.66 - $249.35 $0 - $0
0 $0
PLUG
Plug Power Inc

Industrials
-254
Closed
$0.7 - $1.49 $178 - $378
0 $0
FDRV
Fidelity Covington Tr Elec Veh
0
Closed
$10.81 - $14.81 $0 - $0
0 $0
Lam Research Corp
-78
- 32.37%
N/A
163 $0
KMI
Kinder Morgan, Inc.

Energy
0
Closed
$25.21 - $29.4 $0 - $0
0 $0
JPHY
Jp Morgan High Yield Research

ETFs
-1
- 25.0%
N/A
3 $0
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-2
Closed
$79.01 - $97.45 $158 - $195
0 $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-19
- 1.5%
$50.36 - $50.68 $957 - $963
1.25K $63K
IXUS
Ishares Tr

ETFs
-23
- 5.9%
$62.37 - $77.63 $1.43K - $1.79K
367 $28K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-300
- 6.83%
$33.46 - $41.33 $10K - $12.4K
4.09K $169K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-37
- 7.44%
$63.36 - $80.23 $2.34K - $2.97K
460 $36K
VTV
Vanguard Value ETF

ETFs
-1
- 0.17%
$153.67 - $176.74 $154 - $177
591 $104K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-200
- 2.02%
$7.19 - $8.75 $1.44K - $1.75K
9.7K $84K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-10
- 6.25%
$273.67 - $366.17 $2.74K - $3.66K
150 $54K
AOA
Ishares Tr Core Aggressive All

ETFs
-230
- 6.01%
$69.46 - $83.4 $16K - $19.2K
3.6K $299K
XLK
Technology Sector Spdr

ETFs
-11
- 3.75%
$179.73 - $253.23 $1.98K - $2.79K
282 $71K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
-656
- 7.33%
$24.47 - $31.91 $16.1K - $20.9K
8.29K $264K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-108
- 3.1%
$52.84 - $65.52 $5.71K - $7.08K
3.38K $221K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-33
- 2.04%
$108.12 - $135.04 $3.57K - $4.46K
1.58K $213K
VUG
Vanguard Growth ETF

ETFs
-5
- 0.56%
$329.49 - $438.4 $1.65K - $2.19K
890 $390K
IDV
Ishares Tr

ETFs
-137
- 3.47%
$27.79 - $34.84 $3.81K - $4.77K
3.81K $131K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.06K
- 12.32%
$104.23 - $134.39 $110K - $142K
7.53K $1.01M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-12
- 0.77%
$170.2 - $211.82 $2.04K - $2.54K
1.54K $326K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.34%
$484.66 - $738.09 $485 - $738
289 $213K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-169
- 0.66%
$10.59 - $11.48 $1.79K - $1.94K
25.5K $293K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 0.61%
$416.06 - $551.64 $6.24K - $8.27K
2.44K $1.35M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.22K
- 3.53%
$30.87 - $39.17 $37.7K - $47.9K
33.4K $1.31M
VEA
Vanguard Ftse Developed Market

ETFs
-14.6K
- 6.24%
$45.65 - $57.01 $665K - $830K
219K $12.5M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-53.3K
- 11.79%
$57.14 - $72.68 $3.04M - $3.87M
399K $29M
EEM
Ishares Msci Emerging Markets

ETFs
-82.3K
- 6.47%
$38.52 - $48.28 $3.17M - $3.97M
1.19M $57.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.74K
- 1.53%
$498.8 - $620.9 $3.86M - $4.8M
497K $309M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-81.5K
- 1.34%
$40.73 - $50.06 $3.32M - $4.08M
6M $300M
IEFA
Ishares Tr

ETFs
-30.3K
- 1.65%
$67.83 - $84.09 $2.06M - $2.55M
1.8M $151M
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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