Hb Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 2,409,948 shares of IVW stock, worth $289 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
2,409,948
Previous 2,279,446 5.73%
Holding current value
$289 Million
Previous $251 Million 15.92%
% of portfolio
2.0%
Previous 2.04%

Shares

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

Oct 23, 2025
BUY
$108.97 - $121.65 $14.2 Million - $15.9 Million
130,502 Added 5.73%
2,409,948 $291 Million
Q2 2025

Jul 17, 2025
SELL
$82.96 - $110.1 $16.6 Million - $22 Million
-199,729 Reduced 8.06%
2,279,446 $251 Million
Q1 2025

May 07, 2025
SELL
$92.45 - $106.69 $373,590 - $431,134
-4,041 Reduced 0.16%
2,479,175 $230 Million
Q4 2024

Jan 15, 2025
SELL
$94.43 - $105.47 $3.23 Million - $3.6 Million
-34,165 Reduced 1.36%
2,483,216 $252 Million
Q3 2024

Oct 15, 2024
SELL
$84.77 - $97.13 $1.19 Million - $1.36 Million
-14,029 Reduced 0.55%
2,517,381 $241 Million
Q2 2024

Jul 26, 2024
SELL
$79.31 - $93.31 $4.57 Million - $5.37 Million
-57,593 Reduced 2.22%
2,531,410 $234 Million
Q1 2024

Apr 30, 2024
SELL
$72.87 - $85.14 $3.73 Million - $4.36 Million
-51,233 Reduced 1.94%
2,589,003 $219 Million
Q4 2023

Jan 16, 2024
SELL
$65.78 - $75.4 $1.41 Million - $1.62 Million
-21,486 Reduced 0.81%
2,640,236 $198 Million
Q3 2023

Oct 13, 2023
SELL
$68.05 - $72.66 $1.66 Million - $1.77 Million
-24,424 Reduced 0.91%
2,661,722 $182 Million
Q2 2023

Jul 13, 2023
SELL
$63.21 - $70.48 $1.56 Million - $1.74 Million
-24,750 Reduced 0.91%
2,686,146 $189 Million
Q1 2023

Apr 13, 2023
SELL
$57.25 - $63.89 $584,637 - $652,444
-10,212 Reduced 0.38%
2,710,896 $173 Million
Q4 2022

Jan 20, 2023
BUY
$56.73 - $63.56 $2.17 Million - $2.43 Million
38,183 Added 1.42%
2,721,108 $0
Q3 2022

Oct 19, 2022
BUY
$57.85 - $71.43 $1.29 Million - $1.6 Million
22,347 Added 0.84%
2,682,925 $155 Million
Q2 2022

Jul 15, 2022
BUY
$58.13 - $77.8 $4.81 Million - $6.44 Million
82,721 Added 3.21%
2,660,578 $161 Million
Q1 2022

May 16, 2022
BUY
$68.33 - $84.32 $577,730 - $712,925
8,455 Added 0.33%
2,577,857 $197 Million
Q4 2021

Feb 15, 2022
BUY
$73.18 - $84.81 $188 Million - $218 Million
2,569,402 New
2,569,402 $215 Million

Others Institutions Holding IVW

# of Institutions
2,137
Shares Held
423M
Call Options Held
246K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

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