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 $292 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
$292 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
2,176
Shares Held
420M
Call Options Held
212K
Put Options Held
158K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email