Hb Wealth Management, LLC Ishares Tr Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 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 129,405 shares of DVY stock, worth $17.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

129,405

Previous 56,326 129.74%

Holding current value

$17.6 Million

Previous $7.56 Million 127.21%

% of portfolio

0.14%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$118.37 - $134.86 $8.65 Million - $9.86 Million	73,079 Added 129.74%	129,405 $17.2 Million
Q1 2025 May 07, 2025	BUY	$128.58 - $138.1 $304,220 - $326,744	2,366 Added 4.38%	56,326 $7.56 Million
Q4 2024 Jan 15, 2025	SELL	$129.55 - $143.41 $15,675 - $17,352	-121 Reduced 0.22%	53,960 $7.08 Million
Q3 2024 Oct 15, 2024	SELL	$119.99 - $135.74 $321,333 - $363,511	-2,678 Reduced 4.72%	54,081 $7.3 Million
Q2 2024 Jul 26, 2024	BUY	$115.73 - $125.75 $92,584 - $100,600	800 Added 1.43%	56,759 $6.87 Million
Q1 2024 Apr 30, 2024	SELL	$113.31 - $123.18 $164,186 - $178,487	-1,449 Reduced 2.52%	55,959 $6.89 Million
Q4 2023 Jan 16, 2024	BUY	$102.97 - $119.06 $51,176 - $59,172	497 Added 0.87%	57,408 $6.73 Million
Q2 2023 Jul 13, 2023	SELL	$108.5 - $119.27 $140,399 - $154,335	-1,294 Reduced 2.22%	56,911 $6.45 Million
Q1 2023 Apr 13, 2023	SELL	$110.68 - $126.38 $78,693 - $89,856	-711 Reduced 1.21%	58,205 $6.82 Million
Q4 2022 Jan 20, 2023	SELL	$107.39 - $125.5 $52,835 - $61,746	-492 Reduced 0.83%	58,916 $0
Q3 2022 Oct 19, 2022	BUY	$107.22 - $127.71 $160,722 - $191,437	1,499 Added 2.59%	59,408 $6.37 Million
Q2 2022 Jul 15, 2022	SELL	$113.21 - $132.14 $240,118 - $280,268	-2,121 Reduced 3.53%	57,909 $6.81 Million
Q1 2022 May 16, 2022	BUY	$119.99 - $129.75 $247,299 - $267,414	2,061 Added 3.56%	60,030 $7.69 Million
Q4 2021 Feb 15, 2022	BUY	$114.37 - $122.59 $6.63 Million - $7.11 Million	57,969 New	57,969 $7.11 Million

Others Institutions Holding DVY

# of Institutions

1,458

Shares Held

70.4M

Call Options Held

816K

Put Options Held

62.9K

View Full List

About ISHARES TR

Ticker DVY
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Hb Wealth Management, LLC Ishares Tr Transaction History