Hb Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Hb Wealth Management, LLC holds 1,341 shares of IWY stock, worth $365,730. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,341
Previous 1,241 8.06%
Holding current value
$365,730
Previous $305,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$243.93 - $275.62 $24,393 - $27,562
100 Added 8.06%
1,341 $366,000
Q2 2025

Jul 17, 2025
SELL
$187.5 - $246.51 $97,500 - $128,185
-520 Reduced 29.53%
1,241 $305,000
Q1 2025

May 07, 2025
BUY
$210.19 - $243.33 $165,209 - $191,257
786 Added 80.62%
1,761 $371,000
Q4 2024

Jan 15, 2025
BUY
$216.72 - $244.71 $211,302 - $238,592
975 New
975 $229,000

Others Institutions Holding IWY

# of Institutions
640
Shares Held
52.9M
Call Options Held
6.8K
Put Options Held
4.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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