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 5,772 shares of IWP stock, worth $749,782. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,772
Previous 5,772 -0.0%
Holding current value
$749,782
Previous $636,000 6.29%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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.