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iShares S&P MidCap 400 Value Index shares owned by Halbert Hargrove Global Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Halbert Hargrove Global Advisors from 13F filings

Historical chart of Halbert Hargrove Global Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index 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 S&P MidCap 400 Value Index by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 155 129.72
2025-06-30 $19k 155 123.58
2025-03-31 $23k 188 119.73
2024-12-31 $19k 155 124.96

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 S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index