HALBERT HARGROVE GLOBAL ADVISORS, LLC IWB Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 16,178.00 shares of iShares Russell 1000 ETF(IWB), totaling $4.96 Mil. This investment constitutes 0.28% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 0.01% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2014Q1. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 12 purchases of IWB, at an average price of $152.56, for a total of 3.34 Mil shares. In addition, there have been 24 sales at an average price of $182.85 for 3.32 Mil shares. Based on historical transaction data and IWB's current price of $341.77, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his IWB holdings is $103.67 Mil, reflecting a 20.36% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC IWB ($341.77) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC IWB ($341.77) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
