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

Hb Wealth Management, LLC

$14.5 Billion
Q3 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 45,847 shares of IWR stock, worth $4.36 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

45,847

Previous 36,175 26.74%

Holding current value

$4.36 Million

Previous $3.33 Million 33.03%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$92.26 - $97.51 $892,338 - $943,116	9,672 Added 26.74%	45,847 $4.43 Million
Q2 2025 Jul 17, 2025	SELL	$74.88 - $91.97 $563,097 - $691,614	-7,520 Reduced 17.21%	36,175 $3.33 Million
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

1,617

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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