Hb Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Hb Wealth Management, LLC

  • $11.8 Billion
  • Q1 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 82,399 shares of IWV stock, worth $27.6 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
82,399
Previous 84,327 2.29%
Holding current value
$27.6 Million
Previous $28.2 Million 7.14%
% of portfolio
0.22%
Previous 0.29%

Shares

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

May 07, 2025
SELL
$313.1 - $349.83 $603,656 - $674,472
-1,928 Reduced 2.29%
82,399 $26.2 Million
Q4 2024

Jan 15, 2025
SELL
$323.08 - $349.08 $293,679 - $317,313
-909 Reduced 1.07%
84,327 $28.2 Million
Q3 2024

Oct 15, 2024
SELL
$294.75 - $326.73 $112,005 - $124,157
-380 Reduced 0.44%
85,236 $27.8 Million
Q2 2024

Jul 26, 2024
BUY
$283.16 - $309.9 $76,170 - $83,363
269 Added 0.32%
85,616 $26.4 Million
Q1 2024

Apr 30, 2024
BUY
$268.36 - $300.08 $100,366 - $112,229
374 Added 0.44%
85,347 $25.6 Million
Q4 2023

Jan 16, 2024
SELL
$234.36 - $274.87 $837,133 - $981,835
-3,572 Reduced 4.03%
84,973 $23.3 Million
Q3 2023

Oct 13, 2023
SELL
$243.9 - $263.56 $42,194 - $45,595
-173 Reduced 0.19%
88,545 $21.7 Million
Q2 2023

Jul 13, 2023
BUY
$231.57 - $254.48 $27,788 - $30,537
120 Added 0.14%
88,718 $22.6 Million
Q1 2023

Apr 13, 2023
SELL
$218.83 - $242.18 $1.04 Million - $1.15 Million
-4,745 Reduced 5.08%
88,598 $20.9 Million
Q4 2022

Jan 20, 2023
BUY
$206.89 - $235.47 $4.21 Million - $4.79 Million
20,336 Added 27.85%
93,343 $0
Q3 2022

Oct 19, 2022
BUY
$207.04 - $249.4 $3.6 Million - $4.34 Million
17,403 Added 31.3%
73,007 $15.1 Million
Q2 2022

Jul 15, 2022
BUY
$210.65 - $265.31 $10.7 Million - $13.4 Million
50,570 Added 1004.57%
55,604 $12.1 Million
Q4 2021

Feb 15, 2022
BUY
$254.66 - $279.11 $1.28 Million - $1.41 Million
5,034 New
5,034 $1.4 Million

Others Institutions Holding IWV

# of Institutions
902
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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