Hb Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 206,654 shares of IWD stock, worth $41.9 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
206,654
Previous 181,584 13.81%
Holding current value
$41.9 Million
Previous $35.3 Million 19.29%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Oct 23, 2025
BUY
$192.76 - $203.86 $4.83 Million - $5.11 Million
25,070 Added 13.81%
206,654 $42.1 Million
Q2 2025

Jul 17, 2025
BUY
$166.82 - $194.23 $1.03 Million - $1.19 Million
6,145 Added 3.5%
181,584 $35.3 Million
Q1 2025

May 07, 2025
BUY
$182.82 - $196.21 $1.86 Million - $1.99 Million
10,159 Added 6.15%
175,439 $33 Million
Q4 2024

Jan 15, 2025
BUY
$183.23 - $199.79 $249,192 - $271,714
1,360 Added 0.83%
165,280 $30.6 Million
Q3 2024

Oct 15, 2024
BUY
$173.36 - $189.8 $1.21 Million - $1.33 Million
7,006 Added 4.46%
163,920 $31.1 Million
Q2 2024

Jul 26, 2024
SELL
$169.4 - $179.05 $4,743 - $5,013
-28 Reduced 0.02%
156,914 $27.4 Million
Q1 2024

Apr 30, 2024
SELL
$161.84 - $179.11 $438,424 - $485,208
-2,709 Reduced 1.7%
156,942 $28.1 Million
Q4 2023

Jan 16, 2024
BUY
$143.69 - $165.7 $13.2 Million - $15.2 Million
91,942 Added 135.79%
159,651 $26.4 Million
Q3 2023

Oct 13, 2023
SELL
$151.73 - $163.56 $15,021 - $16,192
-99 Reduced 0.15%
67,709 $10.3 Million
Q2 2023

Jul 13, 2023
SELL
$148.55 - $157.83 $174,249 - $185,134
-1,173 Reduced 1.7%
67,808 $10.7 Million
Q1 2023

Apr 13, 2023
SELL
$145.2 - $161.56 $85,087 - $94,674
-586 Reduced 0.84%
68,981 $10.5 Million
Q4 2022

Jan 20, 2023
BUY
$136.78 - $158.99 $2.59 Million - $3.01 Million
18,914 Added 37.34%
69,567 $0
Q3 2022

Oct 19, 2022
BUY
$135.99 - $161.15 $204,120 - $241,886
1,501 Added 3.05%
50,653 $6.89 Million
Q2 2022

Jul 15, 2022
BUY
$140.99 - $168.41 $119,136 - $142,306
845 Added 1.75%
49,152 $7.13 Million
Q1 2022

May 16, 2022
BUY
$157.15 - $170.51 $602,670 - $653,905
3,835 Added 8.62%
48,307 $8.02 Million
Q4 2021

Feb 15, 2022
BUY
$157.12 - $168.08 $6.99 Million - $7.47 Million
44,472 New
44,472 $7.47 Million

Others Institutions Holding IWD

# of Institutions
1,970
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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