Hb Wealth Management, LLC Ishares Tr Transaction History

Hb Wealth Management, LLC

$11.8 Billion
Q1 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 10,459 shares of IBDV stock, worth $225,496. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,459

Holding current value

$225,496

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$21.11 - $21.73 $220,789 - $227,274	10,459 New	10,459 $227,000

Others Institutions Holding IBDV

# of Institutions

234

Shares Held

68.3M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.88M
Shares

$105 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

4.54M
Shares

$97.9 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.15M
Shares

$67.9 Million
1.38% of portfolio
Capital Advisors Inc

2.68M
Shares

$57.7 Million
1.18% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.62M
Shares

$56.5 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Hb Wealth Management, LLC Ishares Tr Transaction History