Hb Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Hb Wealth Management, LLC holds 59,532 shares of IJK stock, worth $5.83 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

59,532

Previous 59,532 -0.0%

Holding current value

$5.83 Million

Previous $5.25 Million 4.33%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$84.85 - $91.12 $155,275 - $166,749	1,830 Added 3.17%	59,532 $5.25 Million
Q1 2024 Apr 30, 2024	BUY	$76.81 - $91.25 $225,898 - $268,366	2,941 Added 5.37%	57,702 $5.27 Million
Q3 2023 Oct 13, 2023	SELL	$71.48 - $77.94 $181,845 - $198,279	-2,544 Reduced 4.44%	54,761 $3.96 Million
Q2 2023 Jul 13, 2023	SELL	$69.13 - $75.0 $12,927 - $14,025	-187 Reduced 0.33%	57,305 $4.3 Million
Q1 2023 Apr 13, 2023	SELL	$67.77 - $74.78 $24,736 - $27,294	-365 Reduced 0.63%	57,492 $4.11 Million
Q4 2022 Jan 20, 2023	SELL	$63.9 - $72.95 $60,577 - $69,156	-948 Reduced 1.61%	57,857 $0
Q3 2022 Oct 19, 2022	SELL	$62.35 - $75.79 $24,441 - $29,709	-392 Reduced 0.66%	58,805 $3.71 Million
Q2 2022 Jul 15, 2022	SELL	$61.85 - $78.06 $86,157 - $108,737	-1,393 Reduced 2.3%	59,197 $3.77 Million
Q1 2022 May 16, 2022	BUY	$72.34 - $85.19 $1.96 Million - $2.31 Million	27,132 Added 81.09%	60,590 $4.68 Million
Q4 2021 Feb 15, 2022	BUY	$79.13 - $87.9 $2.65 Million - $2.94 Million	33,458 New	33,458 $2.85 Million

Others Institutions Holding IJK

# of Institutions

935

Shares Held

73.6M

Call Options Held

5.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

More about IJK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

Hb Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History