Halbert Hargrove Global Advisors, LLC Ishares Trust Ishares Msci Glo Transaction History

Halbert Hargrove Global Advisors, LLC

  • $1.89 Billion
  • Q2 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 7,319 shares of SDG stock, worth $589,691. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,319
Previous 12,519 41.54%
Holding current value
$589,691
Previous $895,000 37.99%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Jul 17, 2025
SELL
$65.66 - $77.49 $341,432 - $402,948
-5,200 Reduced 41.54%
7,319 $555,000
Q1 2025

Apr 17, 2025
SELL
$69.64 - $76.33 $360,665 - $395,313
-5,179 Reduced 41.37%
7,340 $531,000
Q4 2024

Jul 17, 2025
BUY
$71.56 - $85.77 $370,609 - $444,202
5,179 Added 70.56%
12,519 $895,000
Q4 2024

Feb 05, 2025
BUY
$71.56 - $85.77 $34,205 - $40,998
478 Added 3.97%
12,519 $895,000
Q3 2024

Oct 16, 2024
SELL
$74.95 - $85.33 $21,735 - $24,745
-290 Reduced 2.35%
12,041 $1.02 Million
Q2 2024

Jul 26, 2024
SELL
$74.48 - $81.76 $18,620 - $20,440
-250 Reduced 1.99%
12,331 $925,000
Q1 2024

Apr 17, 2024
BUY
$75.05 - $80.02 $88,408 - $94,263
1,178 Added 10.33%
12,581 $990,000
Q4 2023

Jan 23, 2024
BUY
$70.72 - $81.11 $24,893 - $28,550
352 Added 3.19%
11,403 $924,000
Q3 2023

Oct 13, 2023
SELL
$73.96 - $82.95 $17,010 - $19,078
-230 Reduced 2.04%
11,051 $823,000
Q2 2023

Aug 14, 2023
BUY
$76.79 - $81.48 $26,415 - $28,029
344 Added 3.15%
11,281 $891,000
Q1 2023

Apr 25, 2023
BUY
$75.46 - $83.68 $32,296 - $35,815
428 Added 4.07%
10,937 $866,000
Q4 2022

Jan 25, 2023
BUY
$69.82 - $81.82 $9,146 - $10,718
131 Added 1.26%
10,509 $0
Q3 2022

Oct 24, 2022
SELL
$70.77 - $83.78 $11,889 - $14,075
-168 Reduced 1.59%
10,378 $735,000
Q2 2022

Aug 05, 2022
SELL
$77.15 - $86.93 $3,163 - $3,564
-41 Reduced 0.39%
10,546 $842,000
Q1 2022

May 13, 2022
BUY
$82.15 - $90.96 $120,678 - $133,620
1,469 Added 16.11%
10,587 $903,000
Q4 2021

Feb 14, 2022
SELL
$87.78 - $97.25 $43,363 - $48,041
-494 Reduced 5.14%
9,118 $828,000
Q3 2021

Oct 29, 2021
BUY
$95.5 - $100.65 $15,471 - $16,305
162 Added 1.71%
9,612 $923,000
Q2 2021

Jul 29, 2021
BUY
$94.42 - $99.78 $113,587 - $120,035
1,203 Added 14.59%
9,450 $939,000
Q1 2021

May 06, 2021
BUY
$92.2 - $100.06 $46,837 - $50,830
508 Added 6.56%
8,247 $782,000
Q4 2020

Feb 04, 2021
SELL
$77.55 - $93.5 $22,567 - $27,208
-291 Reduced 3.62%
7,739 $722,000
Q3 2020

Nov 10, 2020
BUY
$68.79 - $82.4 $111,164 - $133,158
1,616 Added 25.19%
8,030 $646,000
Q2 2020

Aug 10, 2020
SELL
$55.24 - $69.67 $31,265 - $39,433
-566 Reduced 8.11%
6,414 $437,000
Q1 2020

May 01, 2020
SELL
$51.42 - $70.72 $1,902 - $2,616
-37 Reduced 0.53%
6,980 $401,000
Q4 2019

Feb 12, 2020
BUY
$57.3 - $65.45 $402,074 - $459,262
7,017 New
7,017 $459,000

Others Institutions Holding SDG

# of Institutions
112
Shares Held
942K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

SDG Quotes by TradingView
  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
Track This Portfolio

Track Halbert Hargrove Global Advisors, LLC Portfolio

Follow Halbert Hargrove Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email