Halbert Hargrove Global Advisors, LLC Ishares Tr Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.76 Billion
- Q1 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 3,390,727 shares of LRGF stock, worth $185 Million. This represents 11.09% of its overall portfolio holdings.
Number of Shares
3,390,727
Previous 3,349,515
1.23%
Holding current value
$185 Million
Previous $202 Million
3.5%
% of portfolio
11.09%
Previous 11.27%
Shares
19 transactions
Others Institutions Holding LRGF
# of Institutions
220Shares Held
34.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.68MShares$201 Million13.33% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$108 Million4.11% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$101 Million0.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.84MShares$100 Million22.74% of portfolio
-
Ullmann Wealth Partners Group, LLC1.52MShares$83.2 Million11.68% of portfolio