HALBERT HARGROVE GLOBAL ADVISORS, LLC IWM Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 359,468.00 shares of iShares Russell 2000 ETF(IWM), totaling $77.57 Mil. This investment constitutes 4.05% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 0.12% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2014Q1. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 20 purchases of IWM, at an average price of $150.89, for a total of 441,818.00 shares. In addition, there have been 11 sales at an average price of $175.68 for 82,350.00 shares. Based on historical transaction data and IWM's current price of $223.92, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his IWM holdings is $28.29 Mil, reflecting a 42.44% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC IWM ($223.92) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC IWM ($223.92) 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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