Hb Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 40,411 shares of IWM stock, worth $9.13 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
40,411
Previous 39,284 2.87%
Holding current value
$9.13 Million
Previous $8.68 Million 2.9%
% of portfolio
0.09%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$216.13 - $242.4 $243,578 - $273,184
1,127 Added 2.87%
40,411 $8.93 Million
Q3 2024

Oct 15, 2024
SELL
$200.87 - $224.6 $136,189 - $152,278
-678 Reduced 1.7%
39,284 $8.68 Million
Q2 2024

Jul 26, 2024
BUY
$192.84 - $209.44 $166,228 - $180,537
862 Added 2.2%
39,962 $8.11 Million
Q1 2024

Apr 30, 2024
BUY
$189.48 - $210.3 $603,872 - $670,226
3,187 Added 8.87%
39,100 $8.22 Million
Q4 2023

Jan 16, 2024
BUY
$162.21 - $204.82 $172,267 - $217,518
1,062 Added 3.05%
35,913 $7.21 Million
Q3 2023

Oct 13, 2023
BUY
$174.36 - $198.71 $540,864 - $616,398
3,102 Added 9.77%
34,851 $6.16 Million
Q2 2023

Jul 13, 2023
BUY
$170.4 - $187.93 $240,264 - $264,981
1,410 Added 4.65%
31,749 $5.95 Million
Q1 2023

Apr 13, 2023
BUY
$170.25 - $198.32 $284,658 - $331,591
1,672 Added 5.83%
30,339 $5.41 Million
Q4 2022

Jan 20, 2023
BUY
$166.81 - $188.05 $1.08 Million - $1.22 Million
6,477 Added 29.19%
28,667 $0
Q3 2022

Oct 19, 2022
SELL
$164.17 - $201.07 $189,123 - $231,632
-1,152 Reduced 4.94%
22,190 $3.66 Million
Q2 2022

Jul 15, 2022
SELL
$163.9 - $207.91 $190,124 - $241,175
-1,160 Reduced 4.73%
23,342 $3.95 Million
Q1 2022

May 16, 2022
BUY
$191.52 - $225.32 $1.98 Million - $2.33 Million
10,335 Added 72.95%
24,502 $5.03 Million
Q4 2021

Feb 15, 2022
BUY
$212.12 - $242.56 $3.01 Million - $3.44 Million
14,167 New
14,167 $3.15 Million

Others Institutions Holding IWM

# of Institutions
2,827
Shares Held
307M
Call Options Held
230M
Put Options Held
527M
View Full List

About ISHARES RUSSELL 2000 ETF

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