Hb Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Hb Wealth Management, LLC holds 5,467 shares of IWS stock, worth $730,937. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,467
Previous 5,467 -0.0%
Holding current value
$730,937
Previous $723,000 2.21%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$119.52 - $132.25 $7,888 - $8,728
-66 Reduced 1.19%
5,467 $723,000
Q2 2024

Jul 26, 2024
SELL
$117.31 - $125.13 $127,867 - $136,391
-1,090 Reduced 16.46%
5,533 $668,000
Q1 2024

Apr 30, 2024
SELL
$112.43 - $125.33 $449 - $501
-4 Reduced 0.06%
6,623 $830,000
Q4 2023

Jan 16, 2024
SELL
$97.63 - $117.08 $64,435 - $77,272
-660 Reduced 9.06%
6,627 $770,000
Q3 2023

Oct 13, 2023
BUY
$103.48 - $114.68 $55,879 - $61,927
540 Added 8.0%
7,287 $760,000
Q2 2023

Jul 13, 2023
BUY
$101.5 - $109.84 $10,759 - $11,643
106 Added 1.6%
6,747 $741,000
Q1 2023

Apr 13, 2023
SELL
$100.22 - $116.23 $103,627 - $120,181
-1,034 Reduced 13.47%
6,641 $705,000
Q4 2022

Jan 20, 2023
SELL
$96.57 - $111.69 $18,155 - $20,997
-188 Reduced 2.39%
7,675 $0
Q3 2022

Oct 19, 2022
SELL
$96.05 - $115.74 $45,623 - $54,976
-475 Reduced 5.7%
7,863 $755,000
Q1 2022

May 16, 2022
BUY
$112.23 - $123.59 $327,936 - $361,129
2,922 Added 53.95%
8,338 $998,000
Q4 2021

Feb 15, 2022
BUY
$114.04 - $122.75 $617,640 - $664,814
5,416 New
5,416 $663,000

Others Institutions Holding IWS

# of Institutions
963
Shares Held
93.7M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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