HALBERT HARGROVE GLOBAL ADVISORS, LLC IVV Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 498,733.00 shares of iShares Core S&P 500 ETF(IVV), totaling $280.24 Mil. This investment constitutes 15.83% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 0.05% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2014Q1. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 17 purchases of IVV, at an average price of $330.09, for a total of 648,862.00 shares. In addition, there have been 13 sales at an average price of $371.00 for 150,129.00 shares. Based on historical transaction data and IVV's current price of $624.99, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his IVV holdings is $153.22 Mil, reflecting a 71.54% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC IVV ($624.99) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC IVV ($624.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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