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 41,298 shares of SHV stock, worth $4.55 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
41,298
Previous 19,437 112.47%
Holding current value
$4.55 Million
Previous $2.15 Million 112.63%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 23, 2025
BUY
$110.06 - $110.49 $2.41 Million - $2.42 Million
21,861 Added 112.47%
41,298 $4.56 Million
Q2 2025

Jul 17, 2025
SELL
$110.06 - $110.46 $426,042 - $427,590
-3,871 Reduced 16.61%
19,437 $2.15 Million
Q1 2025

May 07, 2025
BUY
$110.11 - $110.51 $2.57 Million - $2.58 Million
23,308 New
23,308 $2.57 Million

Others Institutions Holding SHV

# of Institutions
783
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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