Hb Wealth Management, LLC Ishares Tr Transaction History

Hb Wealth Management, LLC

  • $7.99 Billion
  • Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 8,581 shares of IYR stock, worth $750,580. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,581
Previous 8,581 -0.0%
Holding current value
$750,580
Previous $784,000 1.66%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024
SELL
$73.28 - $92.46 $169,496 - $213,859
-2,313 Reduced 21.23%
8,581 $784,000
Q2 2023

Jul 13, 2023
SELL
$80.51 - $86.54 $5,635 - $6,057
-70 Reduced 0.64%
10,894 $942,000
Q1 2023

Apr 13, 2023
SELL
$78.73 - $95.24 $111,954 - $135,431
-1,422 Reduced 11.48%
10,964 $930,000
Q4 2022

Jan 20, 2023
SELL
$82.26 - $89.17 $76,337 - $82,749
-928 Reduced 6.97%
12,386 $0
Q3 2022

Oct 19, 2022
SELL
N/A
-1,092 Reduced 7.58%
13,314 $1.08 Million
Q2 2022

Jul 15, 2022
BUY
N/A
213 Added 1.5%
14,406 $1.33 Million
Q1 2022

May 16, 2022
BUY
N/A
8,648 Added 155.96%
14,193 $1.54 Million
Q4 2021

Feb 15, 2022
BUY
N/A
5,545 New
5,545 $644,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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