HALBERT HARGROVE GLOBAL ADVISORS, LLC IVV Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 497,168.00 shares of iShares Core S&P 500 ETF(IVV), totaling $308.69 Mil. This investment constitutes 16.1% 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 14 sales at an average price of $373.09 for 151,694.00 shares. Based on historical transaction data and IVV's current price of $630.93, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his IVV holdings is $156.09 Mil, reflecting a 72.88% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC IVV ($630.93) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC IVV ($630.93) 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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