Hb Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Hb Wealth Management, LLC holds 3,123 shares of IUSV stock, worth $301,182. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,123

Previous 3,118 0.16%

Holding current value

$301,182

Previous $274,000 8.76%

% of portfolio

0.0%

Previous 0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$87.56 - $95.49 $437 - $477	5 Added 0.16%	3,123 $298,000
Q4 2023 Jan 16, 2024	SELL	$71.48 - $84.61 $8,506 - $10,068	-119 Reduced 3.68%	3,118 $262,000
Q3 2023 Oct 13, 2023	BUY	$74.38 - $81.04 $8,851 - $9,643	119 Added 3.82%	3,237 $241,000
Q1 2023 Apr 13, 2023	BUY	$70.21 - $77.86 $218,914 - $242,767	3,118 New	3,118 $230,000

Others Institutions Holding IUSV

# of Institutions

693

Shares Held

157M

Call Options Held

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Hb Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History