Hb Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Hb Wealth Management, LLC holds 8,254 shares of IWP stock, worth $1.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,254

Previous 7,817 5.59%

Holding current value

$1.18 Million

Previous $918,000 24.62%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$104.34 - $138.68 $45,596 - $60,603	437 Added 5.59%	8,254 $1.14 Million
Q1 2025 May 07, 2025	BUY	$114.9 - $139.6 $226,123 - $274,732	1,968 Added 33.65%	7,817 $918,000
Q4 2024 Jan 15, 2025	BUY	$116.4 - $138.52 $8,962 - $10,666	77 Added 1.33%	5,849 $741,000
Q2 2024 Jul 26, 2024	BUY	$105.7 - $113.43 $5,285 - $5,671	50 Added 0.87%	5,772 $636,000
Q1 2024 Apr 30, 2024	BUY	$100.66 - $114.14 $341,036 - $386,706	3,388 Added 145.16%	5,722 $653,000
Q4 2023 Jan 16, 2024	BUY	$85.66 - $105.12 $1,627 - $1,997	19 Added 0.82%	2,334 $243,000
Q3 2023 Oct 13, 2023	BUY	$89.97 - $100.32 $179 - $200	2 Added 0.09%	2,315 $211,000
Q2 2023 Jul 13, 2023	SELL	$87.72 - $96.63 $26,316 - $28,989	-300 Reduced 11.48%	2,313 $223,000
Q1 2023 Apr 13, 2023	BUY	$82.89 - $94.68 $216,591 - $247,398	2,613 New	2,613 $237,000
Q3 2022 Oct 19, 2022	SELL	$78.02 - $94.38 $28,633 - $34,637	-367 Reduced 12.48%	2,573 $202,000
Q1 2022 May 16, 2022	SELL	$89.52 - $114.03 $99,904 - $127,257	-1,116 Reduced 27.51%	2,940 $295,000
Q4 2021 Feb 15, 2022	BUY	$109.8 - $123.28 $445,348 - $500,023	4,056 New	4,056 $467,000

Others Institutions Holding IWP

# of Institutions

1,310

Shares Held

117M

Call Options Held

196K

Put Options Held

340K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Hb Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History