Halbert Hargrove Global Advisors, LLC Ishares Trust Ishares Msci Glo Transaction History

Halbert Hargrove Global Advisors, LLC

$1.76 Billion
Q1 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 7,340 shares of SDG stock, worth $517,249. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,340

Previous 12,519 41.37%

Holding current value

$517,249

Previous $895,000 40.67%

% of portfolio

0.03%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$69.64 - $76.33 $360,665 - $395,313	-5,179 Reduced 41.37%	7,340 $531,000
Q4 2024 Feb 05, 2025	BUY	$71.56 - $85.77 $34,205 - $40,998	478 Added 3.97%	12,519 $895,000
Q3 2024 Oct 16, 2024	SELL	$74.95 - $85.33 $21,735 - $24,745	-290 Reduced 2.35%	12,041 $1.02 Million
Q2 2024 Jul 26, 2024	SELL	$74.48 - $81.76 $18,620 - $20,440	-250 Reduced 1.99%	12,331 $925,000
Q1 2024 Apr 17, 2024	BUY	$75.05 - $80.02 $88,408 - $94,263	1,178 Added 10.33%	12,581 $990,000
Q4 2023 Jan 23, 2024	BUY	$70.72 - $81.11 $24,893 - $28,550	352 Added 3.19%	11,403 $924,000
Q3 2023 Oct 13, 2023	SELL	$73.96 - $82.95 $17,010 - $19,078	-230 Reduced 2.04%	11,051 $823,000
Q2 2023 Aug 14, 2023	BUY	$76.79 - $81.48 $26,415 - $28,029	344 Added 3.15%	11,281 $891,000
Q1 2023 Apr 25, 2023	BUY	$75.46 - $83.68 $32,296 - $35,815	428 Added 4.07%	10,937 $866,000
Q4 2022 Jan 25, 2023	BUY	$69.82 - $81.82 $9,146 - $10,718	131 Added 1.26%	10,509 $0
Q3 2022 Oct 24, 2022	SELL	$70.77 - $83.78 $11,889 - $14,075	-168 Reduced 1.59%	10,378 $735,000
Q2 2022 Aug 05, 2022	SELL	$77.15 - $86.93 $3,163 - $3,564	-41 Reduced 0.39%	10,546 $842,000
Q1 2022 May 13, 2022	BUY	$82.15 - $90.96 $120,678 - $133,620	1,469 Added 16.11%	10,587 $903,000
Q4 2021 Feb 14, 2022	SELL	$87.78 - $97.25 $43,363 - $48,041	-494 Reduced 5.14%	9,118 $828,000
Q3 2021 Oct 29, 2021	BUY	$95.5 - $100.65 $15,471 - $16,305	162 Added 1.71%	9,612 $923,000
Q2 2021 Jul 29, 2021	BUY	$94.42 - $99.78 $113,587 - $120,035	1,203 Added 14.59%	9,450 $939,000
Q1 2021 May 06, 2021	BUY	$92.2 - $100.06 $46,837 - $50,830	508 Added 6.56%	8,247 $782,000
Q4 2020 Feb 04, 2021	SELL	$77.55 - $93.5 $22,567 - $27,208	-291 Reduced 3.62%	7,739 $722,000
Q3 2020 Nov 10, 2020	BUY	$68.79 - $82.4 $111,164 - $133,158	1,616 Added 25.19%	8,030 $646,000
Q2 2020 Aug 10, 2020	SELL	$55.24 - $69.67 $31,265 - $39,433	-566 Reduced 8.11%	6,414 $437,000
Q1 2020 May 01, 2020	SELL	$51.42 - $70.72 $1,902 - $2,616	-37 Reduced 0.53%	6,980 $401,000
Q4 2019 Feb 12, 2020	BUY	$57.3 - $65.45 $402,074 - $459,262	7,017 New	7,017 $459,000

Others Institutions Holding SDG

# of Institutions

120

Shares Held

1.07M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES MSCI GLO

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Halbert Hargrove Global Advisors, LLC Ishares Trust Ishares Msci Glo Transaction History