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 134,011 shares of IEFA stock, worth $11 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

134,011

Previous 125,683 6.63%

Holding current value

$11 Million

Previous $8.83 Million 14.76%

% of portfolio

0.09%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$69.57 - $78.65 $579,378 - $654,997	8,328 Added 6.63%	134,011 $10.1 Million
Q4 2024 Jan 15, 2025	BUY	$70.06 - $77.43 $1.89 Million - $2.09 Million	26,930 Added 27.27%	125,683 $8.83 Million
Q3 2024 Oct 15, 2024	BUY	$70.09 - $78.74 $244,193 - $274,330	3,484 Added 3.66%	98,753 $7.71 Million
Q2 2024 Jul 26, 2024	BUY	$70.77 - $76.19 $54,492 - $58,666	770 Added 0.81%	95,269 $6.92 Million
Q1 2024 Apr 30, 2024	BUY	$68.14 - $74.43 $77,066 - $84,180	1,131 Added 1.21%	94,499 $7.01 Million
Q4 2023 Jan 16, 2024	SELL	$61.3 - $70.47 $903,439 - $1.04 Million	-14,738 Reduced 13.63%	93,368 $6.57 Million
Q3 2023 Oct 13, 2023	SELL	$64.04 - $69.58 $1.81 Million - $1.97 Million	-28,270 Reduced 20.73%	108,106 $6.96 Million
Q2 2023 Jul 13, 2023	SELL	$66.03 - $69.1 $1.39 Million - $1.45 Million	-20,989 Reduced 13.34%	136,376 $9.21 Million
Q1 2023 Apr 13, 2023	SELL	$62.17 - $67.7 $406,280 - $442,419	-6,535 Reduced 3.99%	157,365 $10.5 Million
Q4 2022 Jan 20, 2023	BUY	$52.35 - $63.65 $4.6 Million - $5.59 Million	87,864 Added 115.56%	163,900 $0
Q3 2022 Oct 19, 2022	SELL	$52.32 - $63.1 $603,040 - $727,290	-11,526 Reduced 13.16%	76,036 $4.01 Million
Q2 2022 Jul 15, 2022	SELL	$57.91 - $70.46 $877,046 - $1.07 Million	-15,145 Reduced 14.75%	87,562 $5.15 Million
Q1 2022 May 16, 2022	BUY	$63.26 - $75.48 $5.54 Million - $6.61 Million	87,589 Added 579.37%	102,707 $7.14 Million
Q4 2021 Feb 15, 2022	BUY	$72.36 - $77.76 $1.09 Million - $1.18 Million	15,118 New	15,118 $1.13 Million

Others Institutions Holding IEFA

# of Institutions

2,253

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
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Hb Wealth Management, LLC Ishares Tr Transaction History