Halbert Hargrove Global Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $336M | Buy |
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|
2025
Q2 | $309M | Sell |
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|
2025
Q1 | $280M | Sell |
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|
2024
Q4 | $297M | Buy |
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|
2024
Q3 | $291M | Sell |
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|
2024
Q2 | $277M | Buy |
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|
2024
Q1 | $247M | Sell |
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|
2023
Q4 | $230M | Sell |
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|
2023
Q3 | $216M | Sell |
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|
2023
Q2 | $227M | Sell |
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|
2023
Q1 | $210M | Buy |
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|
2022
Q4 | $195M | Buy |
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|
2022
Q3 | $181M | Buy |
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|
2022
Q2 | $188M | Sell |
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|
2022
Q1 | $226M | Sell |
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|
2021
Q4 | $237M | Buy |
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|
2021
Q3 | $212M | Sell |
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|
2021
Q2 | $222M | Buy |
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|
2021
Q1 | $198M | Buy |
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|
2020
Q4 | $184M | Buy |
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|
2020
Q3 | $153M | Buy |
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|
2020
Q2 | $63.2M | Buy |
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|
2020
Q1 | $17.9M | Buy |
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|
2019
Q4 | $955K | Hold |
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|
2019
Q3 | $879K | Hold |
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|
2019
Q2 | $868K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $15.6M | Buy |
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|
2018
Q3 | $864K | Sell |
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|
2018
Q2 | $806K | Sell |
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|
2018
Q1 | $825K | Sell |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $876K | Sell |
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|
2017
Q2 | $887K | Hold |
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|
2017
Q1 | $865K | Hold |
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|
2016
Q4 | $820K | Hold |
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|
2016
Q3 | $793K | Hold |
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|
2016
Q2 | $767K | Sell |
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|
2016
Q1 | $955K | Sell |
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|
2015
Q4 | $3.09M | Buy |
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|
2015
Q3 | $301K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $14K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $13K | Hold |
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|
2013
Q2 | $12K | Buy |
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