HALBERT HARGROVE GLOBAL ADVISORS, LLC LRGF Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's iShares U.S. Equity Factor ETF Holding Summary
As of 2025-03-31, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 3.39 Mil shares of iShares U.S. Equity Factor ETF(LRGF), totaling $196.26 Mil. This investment constitutes 11.09% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 8.65% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2021Q2. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 12 purchases of LRGF, at an average price of $52.12, for a total of 3.44 Mil shares. In addition, there have been 4 sales at an average price of $40.63 for 45,259.00 shares. Based on historical transaction data and LRGF's current price of $64.55, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his LRGF holdings is $41.61 Mil, reflecting a 23.23% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC LRGF ($64.55) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC LRGF ($64.55) 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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