Hb Wealth Management, LLC Ishares Tr Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 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 1,783 shares of ITA stock, worth $367,743. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,783
Previous 1,071 66.48%
Holding current value
$367,743
Previous $202,000 84.65%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$184.73 - $209.26 $131,527 - $148,993
712 Added 66.48%
1,783 $373,000
Q2 2025

Jul 17, 2025
SELL
$135.31 - $188.64 $105,677 - $147,327
-781 Reduced 42.17%
1,071 $202,000
Q1 2025

May 07, 2025
SELL
$144.84 - $159.5 $2.11 Million - $2.32 Million
-14,558 Reduced 88.71%
1,852 $283,000
Q4 2024

Jan 15, 2025
BUY
$144.31 - $157.31 $2.37 Million - $2.58 Million
16,410 New
16,410 $2.39 Million

Others Institutions Holding ITA

# of Institutions
877
Shares Held
21.4M
Call Options Held
1.04M
Put Options Held
416K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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