HHGA
Halbert Hargrove Global Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
11,420
+9,459
| +482% | +$582K | 0.04% | 43 |
|
|
2025
Q1 | $113K | Buy |
1,961
+26
| +1% | +$1.5K | 0.01% | 99 |
|
|
2024
Q4 | $111K | Buy |
+1,935
| New | +$111K | 0.01% | 96 |
|
|
2022
Q4 | – | Sell |
-1,172,447
| Closed | -$52.5M | – | 157 |
|
|
2022
Q3 | $52.5M | Buy |
1,172,447
+47,455
| +4% | +$2.13M | 4.06% | 9 |
|
|
2022
Q2 | $54M | Buy |
1,124,992
+206,196
| +22% | +$9.9M | 4% | 10 |
|
|
2022
Q1 | $49.6M | Buy |
+918,796
| New | +$49.6M | 3.27% | 11 |
|