Halbert Hargrove Global Advisors, LLC Ishares Russell 3000 ETF Transaction History

Halbert Hargrove Global Advisors, LLC

  • $1.89 Billion
  • Q2 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 18,164 shares of IWV stock, worth $6.41 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
18,164
Previous 20,941 13.26%
Holding current value
$6.41 Million
Previous $7 Million 8.92%
% of portfolio
0.34%
Previous 0.39%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$281.67 - $351.0 $782,197 - $974,727
-2,777 Reduced 13.26%
18,164 $6.38 Million
Q1 2025

Apr 17, 2025
SELL
$313.1 - $349.83 $841,925 - $940,692
-2,689 Reduced 12.84%
18,252 $5.77 Million
Q4 2024

Jul 17, 2025
BUY
$323.08 - $349.08 $868,762 - $938,676
2,689 Added 14.73%
20,941 $7 Million
Q4 2024

Feb 05, 2025
SELL
$323.08 - $349.08 $47,815 - $51,663
-148 Reduced 0.7%
20,941 $7 Million
Q3 2024

Oct 16, 2024
SELL
$294.75 - $326.73 $70,740 - $78,415
-240 Reduced 1.13%
21,089 $6.89 Million
Q2 2024

Jul 26, 2024
SELL
$283.16 - $309.9 $1.1 Million - $1.21 Million
-3,889 Reduced 15.42%
21,329 $6.58 Million
Q1 2024

Apr 17, 2024
SELL
$268.36 - $300.08 $435,011 - $486,429
-1,621 Reduced 6.04%
25,218 $7.57 Million
Q4 2023

Jan 23, 2024
SELL
$234.36 - $274.87 $184,675 - $216,597
-788 Reduced 2.85%
26,839 $7.35 Million
Q3 2023

Oct 13, 2023
SELL
$243.9 - $263.56 $179,022 - $193,453
-734 Reduced 2.59%
27,627 $6.77 Million
Q2 2023

Aug 14, 2023
SELL
$231.57 - $254.48 $148,204 - $162,867
-640 Reduced 2.21%
28,361 $7.22 Million
Q1 2023

Apr 25, 2023
SELL
$218.83 - $242.18 $996,551 - $1.1 Million
-4,554 Reduced 13.57%
29,001 $6.83 Million
Q4 2022

Jan 25, 2023
BUY
$206.89 - $235.47 $1,241 - $1,412
6 Added 0.02%
33,555 $0
Q2 2022

Aug 05, 2022
BUY
$210.65 - $265.31 $115,014 - $144,859
546 Added 1.65%
33,549 $7.29 Million
Q1 2022

May 13, 2022
BUY
$242.02 - $279.09 $4.31 Million - $4.97 Million
17,809 Added 117.21%
33,003 $8.66 Million
Q4 2021

Feb 14, 2022
SELL
$254.66 - $279.11 $8.24 Million - $9.03 Million
-32,343 Reduced 68.04%
15,194 $4.22 Million
Q3 2021

Oct 29, 2021
SELL
$251.89 - $269.0 $643,578 - $687,295
-2,555 Reduced 5.1%
47,537 $12.1 Million
Q2 2021

Jul 29, 2021
SELL
$240.32 - $256.01 $128,330 - $136,709
-534 Reduced 1.05%
50,092 $12.8 Million
Q4 2020

Feb 04, 2021
BUY
$191.94 - $223.55 $7.9 Million - $9.2 Million
41,136 Added 433.47%
50,626 $11.3 Million
Q4 2019

Feb 12, 2020
SELL
$168.6 - $189.08 $13,488 - $15,126
-80 Reduced 0.84%
9,490 $1.79 Million
Q2 2019

Jul 26, 2019
BUY
N/A
9,570 New
9,570 $1.65 Million
Q1 2019

May 13, 2019
SELL
N/A
-13,845 Closed
0 $0
Q3 2018

Oct 31, 2018
SELL
N/A
-368 Reduced 2.59%
13,845 $2.39 Million
Q3 2017

Nov 02, 2017
BUY
N/A
14,213
14,213 $2.12 Million

Others Institutions Holding IWV

# of Institutions
907
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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