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

Hb Wealth Management, LLC

  • $11.8 Billion
  • Q1 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 43,695 shares of IWR stock, worth $3.87 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
43,695
Previous 39,550 10.48%
Holding current value
$3.87 Million
Previous $3.5 Million 6.32%
% of portfolio
0.03%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$82.81 - $92.93 $343,247 - $385,194
4,145 Added 10.48%
43,695 $3.72 Million
Q4 2024

Jan 15, 2025
BUY
$87.25 - $95.52 $361,215 - $395,452
4,140 Added 11.69%
39,550 $3.5 Million
Q3 2024

Oct 15, 2024
BUY
$79.92 - $88.19 $17,982 - $19,842
225 Added 0.64%
35,410 $3.12 Million
Q2 2024

Jul 26, 2024
SELL
$78.66 - $83.59 $146,228 - $155,393
-1,859 Reduced 5.02%
35,185 $2.85 Million
Q1 2024

Apr 30, 2024
SELL
$75.37 - $84.09 $165,437 - $184,577
-2,195 Reduced 5.59%
37,044 $3.12 Million
Q4 2023

Jan 16, 2024
SELL
$64.84 - $78.27 $44,545 - $53,771
-687 Reduced 1.72%
39,239 $3.05 Million
Q3 2023

Oct 13, 2023
BUY
$68.54 - $75.91 $27,827 - $30,819
406 Added 1.03%
39,926 $2.76 Million
Q2 2023

Jul 13, 2023
BUY
$67.49 - $73.03 $18,897 - $20,448
280 Added 0.71%
39,520 $2.89 Million
Q1 2023

Apr 13, 2023
SELL
$66.27 - $75.04 $41,352 - $46,824
-624 Reduced 1.57%
39,240 $2.74 Million
Q4 2022

Jan 20, 2023
BUY
$62.09 - $71.89 $341,681 - $395,610
5,503 Added 16.02%
39,864 $0
Q3 2022

Oct 19, 2022
SELL
$62.15 - $74.82 $21,255 - $25,588
-342 Reduced 0.99%
34,361 $2.14 Million
Q2 2022

Jul 15, 2022
SELL
$62.75 - $78.76 $68,711 - $86,242
-1,095 Reduced 3.06%
34,703 $2.24 Million
Q1 2022

May 16, 2022
BUY
$72.29 - $82.89 $2.59 Million - $2.97 Million
35,798 New
35,798 $2.79 Million

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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