Hb Wealth Management, LLC Ishares Tr Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 5,226 shares of IYH stock, worth $313,664. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,226
Previous 5,226 -0.0%
Holding current value
$313,664
Previous $295,000 3.73%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 07, 2025
BUY
$58.32 - $62.76 $31,551 - $33,953
541 Added 11.55%
5,226 $318,000
Q2 2024

Jul 26, 2024
SELL
$58.05 - $61.75 $128,580 - $136,776
-2,215 Reduced 32.1%
4,685 $287,000
Q1 2024

Apr 30, 2024
BUY
$60.83 - $309.78 $343,507 - $1.75 Million
5,647 Added 450.68%
6,900 $427,000
Q4 2023

Jan 16, 2024
SELL
$257.23 - $286.28 $26,494 - $29,486
-103 Reduced 7.6%
1,253 $358,000
Q3 2022

Oct 19, 2022
SELL
$50.54 - $281.89 $12,230 - $68,217
-242 Reduced 15.14%
1,356 $343,000
Q4 2021

Feb 15, 2022
BUY
$271.82 - $301.88 $434,368 - $482,404
1,598 New
1,598 $480,000

Others Institutions Holding IYH

# of Institutions
550
Shares Held
24.5M
Call Options Held
4.9K
Put Options Held
200
View Full List

About ISHARES TR

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