Hb Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

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 10,000 shares of IWM stock, worth $2.45 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,000

Previous 43,070 76.78%

Holding current value

$2.45 Million

Previous $9.29 Million 73.97%

% of portfolio

0.02%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$214.92 - $244.84 $241,140 - $274,710	1,122 Added 2.61%	44,192 $10.7 Million
Q2 2025 Jul 17, 2025	SELL	$174.82 - $215.79 $40,208 - $49,631	-230 Reduced 0.53%	43,070 $9.29 Million
Q1 2025 May 07, 2025	BUY	$198.1 - $229.79 $572,310 - $663,863	2,889 Added 7.15%	43,300 $8.64 Million
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

2,954

Shares Held

304M

Call Options Held

284M

Put Options Held

615M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Hb Wealth Management, LLC Ishares Russell 2000 ETF Transaction History