Hb Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Hb Wealth Management, LLC holds 6,703 shares of IUSV stock, worth $679,147. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,703

Previous 3,132 114.02%

Holding current value

$679,147

Previous $296,000 126.01%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$94.17 - $99.95 $336,281 - $356,921	3,571 Added 114.02%	6,703 $669,000
Q2 2025 Jul 17, 2025	SELL	$81.46 - $94.63 $219,127 - $254,554	-2,690 Reduced 46.2%	3,132 $296,000
Q1 2025 May 07, 2025	SELL	$90.0 - $96.32 $35,370 - $37,853	-393 Reduced 6.32%	5,822 $537,000
Q4 2024 Jan 15, 2025	BUY	$91.94 - $100.02 $284,278 - $309,261	3,092 Added 99.01%	6,215 $575,000
Q3 2024 Oct 15, 2024	BUY	$87.56 - $95.49 $437 - $477	5 Added 0.16%	3,123 $298,000

Q4 2023 Jan 16, 2024	SELL	$71.48 - $84.61 $8,506 - $10,068	-119 Reduced 3.68%	3,118 $262,000
Q3 2023 Oct 13, 2023	BUY	$74.38 - $81.04 $8,851 - $9,643	119 Added 3.82%	3,237 $241,000
Q1 2023 Apr 13, 2023	BUY	$70.21 - $77.86 $218,914 - $242,767	3,118 New	3,118 $230,000

Others Institutions Holding IUSV

# of Institutions

834

Shares Held

192M

Call Options Held

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

Hb Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History