HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1484205
LONG BEACH, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$153,176
-$15,375 QoQ
Shares Held
1,731
-8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,176 | 1,731 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $168,551 | 1,882 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $317,480 | 3,602 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $299,823 | 3,595 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $278,536 | 3,641 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $293,033 | 3,825 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $277,053 | 3,511 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $281,771 | 3,768 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $300,304 | 4,088 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $290,562 | 4,208 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $229,833 | 3,620 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $219,054 | 3,302 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $208,575 | 3,280 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $205,659 | 3,442 | Shares | Sole | 2023-01-25 | |
| 2021-12-31 | $214,382 | 2,944 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||