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Ishares Tr shares owned by Halbert Hargrove Global Advisors

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Halbert Hargrove Global Advisors from 13F filings

Historical chart of Halbert Hargrove Global Advisors investment in Ishares Tr

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All positions including Ishares Tr held by Halbert Hargrove Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $552k 7.3k 75.74
2025-06-30 $536k 7.2k 74.44
2025-03-31 $1.2M 18k 67.34
2024-09-30 $1.2M 17k 72.04
2024-06-30 $1.3M 19k 67.43
2024-03-31 $1.3M 19k 68.13
2023-12-31 $1.2M 18k 63.88

More positions owned by Halbert Hargrove Global Advisors

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Micro-cap Etf (IWC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Halbert Hargrove Global Advisors

Top funds holding Ishares Tr

BlackRock
TrueNorth
Sei Investments
SigFig Wealth Management
Flow Traders US
Hanson McClain Advisors
Adviser Investments
Values Added Financial
Accredited Investors
Bailard
Financial Connections Group
Jpmorgan Chase & Co
HighTower Advisors
Jane Street
Invera Wealth Advisors

View all funds holding Ishares Tr