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iShares FTSE NAREIT Real Est 50 Ind shares owned by Halbert Hargrove Global Advisors

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Halbert Hargrove Global Advisors from 13F filings

Historical chart of Halbert Hargrove Global Advisors investment in iShares FTSE NAREIT Real Est 50 Ind

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All positions including iShares FTSE NAREIT Real Est 50 Ind 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 FTSE NAREIT Real Est 50 Ind by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 23k 61.57
2024-06-30 $1.3M 24k 53.56
2024-03-31 $11M 208k 53.80
2023-12-31 $12M 228k 54.29
2023-09-30 $11M 233k 47.18
2023-06-30 $12M 230k 51.41
2023-03-31 $12M 235k 50.40
2022-12-31 $13M 267k 49.45
2022-09-30 $14M 288k 47.50
2022-06-30 $15M 286k 53.40
2022-03-31 $19M 294k 64.65
2021-12-31 $19M 286k 67.59
2021-09-30 $16M 272k 58.65
2021-06-30 $16M 278k 58.34
2021-03-31 $15M 286k 52.40
2020-12-31 $13M 262k 48.41
2020-09-30 $9.4M 216k 43.74
2020-06-30 $8.2M 189k 43.48
2020-03-31 $4.2M 108k 39.17
2019-12-31 $225k 4.1k 54.55
2018-12-31 $2.5M 55k 44.86
2018-09-30 $278k 5.7k 48.37
2018-06-30 $526k 11k 49.17
2018-03-31 $497k 11k 45.06
2017-12-31 $3.3M 66k 49.62
2017-09-30 $827k 17k 49.24
2017-06-30 $868k 18k 49.23
2017-03-31 $863k 18k 48.94
2016-12-31 $1.3M 26k 48.77
2016-09-30 $894k 18k 50.70
2016-06-30 $911k 18k 51.66
2016-03-31 $865k 18k 48.99
2015-12-31 $2.6M 56k 47.32
2015-09-30 $1.5M 35k 43.88
2015-06-30 $1.5M 35k 43.45
2015-03-31 $1.7M 35k 48.56
2014-12-31 $1.8M 37k 47.26
2014-09-30 $1.5M 35k 42.23
2014-06-30 $1.5M 35k 43.64
2014-03-31 $1.4M 35k 41.02
2013-12-31 $1.3M 35k 38.01
2013-09-30 $1.4M 35k 38.94
2013-06-30 $1.4M 35k 40.59
2013-03-31 $1.5M 35k 42.30
2012-12-31 $1.4M 35k 39.82
2012-09-30 $2.0M 51k 39.59
2012-06-30 $3.1M 78k 39.47
2012-03-31 $3.2M 85k 38.18
2011-12-31 $3.6M 103k 35.35
2011-09-30 $3.7M 118k 31.76
2011-06-30 $4.6M 124k 36.83
2011-03-31 $4.9M 136k 35.87

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 Msci Eafe Etf (EFA)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Micro-cap Etf (IWC)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for Halbert Hargrove Global Advisors

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
BlackRock
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
Envestnet Asset Management
Heritage Financial Services
CI Private Wealth
Thrivent Financial for Lutherans
Rsm Us Wealth Management
Kestra Investment Management
Wealth Enhancement Advisory Services
Mission Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind