iShares S&P 500 Index shares owned by Halbert Hargrove Global Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Halbert Hargrove Global Advisors
from 13F filings
Historical chart of Halbert Hargrove Global Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Halbert Hargrove Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $291M | 504k | 576.82 |
| 2024-06-30 | $277M | 506k | 547.23 |
| 2024-03-31 | $247M | 470k | 525.73 |
| 2023-12-31 | $231M | 483k | 477.63 |
| 2023-09-30 | $217M | 504k | 429.43 |
| 2023-06-30 | $227M | 510k | 445.71 |
| 2023-03-31 | $210M | 512k | 411.08 |
| 2022-12-31 | $195M | 508k | 384.21 |
| 2022-09-30 | $181M | 505k | 358.65 |
| 2022-06-30 | $188M | 497k | 379.15 |
| 2022-03-31 | $226M | 498k | 453.69 |
| 2021-12-31 | $237M | 498k | 476.99 |
| 2021-09-30 | $212M | 492k | 430.82 |
| 2021-06-30 | $223M | 518k | 429.92 |
| 2021-03-31 | $198M | 497k | 397.82 |
| 2020-12-31 | $184M | 491k | 375.39 |
| 2020-09-30 | $153M | 456k | 336.06 |
| 2020-06-30 | $63M | 204k | 309.69 |
| 2020-03-31 | $18M | 69k | 258.40 |
| 2019-12-31 | $955k | 2.9k | 324.17 |
| 2019-09-30 | $879k | 2.9k | 298.37 |
| 2019-06-30 | $868k | 2.9k | 294.64 |
| 2018-12-31 | $16M | 62k | 251.61 |
| 2018-09-30 | $864k | 3.0k | 292.68 |
| 2018-06-30 | $806k | 3.0k | 272.94 |
| 2018-03-31 | $825k | 3.1k | 265.36 |
| 2017-12-31 | $1.0M | 3.8k | 268.78 |
| 2017-09-30 | $876k | 3.5k | 252.89 |
| 2017-06-30 | $887k | 3.6k | 243.41 |
| 2017-03-31 | $865k | 3.6k | 237.38 |
| 2016-12-31 | $820k | 3.6k | 225.03 |
| 2016-09-30 | $793k | 3.6k | 217.62 |
| 2016-06-30 | $767k | 3.6k | 210.48 |
| 2016-03-31 | $955k | 4.6k | 206.67 |
| 2015-12-31 | $3.1M | 15k | 204.81 |
| 2015-09-30 | $301k | 1.6k | 192.70 |
| 2014-03-31 | $14k | 76 | 184.21 |
| 2013-09-30 | $13k | 75 | 173.33 |
| 2013-06-30 | $12k | 75 | 160.00 |
| 2013-03-31 | $12k | 75 | 160.00 |
| 2012-06-30 | $1.5M | 11k | 136.77 |
| 2012-03-31 | $5.7M | 40k | 141.20 |
| 2011-12-31 | $1.5M | 12k | 125.94 |
| 2011-09-30 | $1.3M | 11k | 113.66 |
| 2011-06-30 | $1.6M | 12k | 132.44 |
| 2011-03-31 | $1.7M | 13k | 133.04 |
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