A detailed history of Hb Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 47,975 shares of IVE stock, worth $9.4 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
47,975
Previous 47,703 0.57%
Holding current value
$9.4 Million
Previous $8.68 Million 8.95%
% of portfolio
0.1%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$181.06 - $197.17 $49,248 - $53,630
272 Added 0.57%
47,975 $9.46 Million
Q2 2024

Jul 26, 2024

BUY
$176.58 - $186.7 $38,847 - $41,074
220 Added 0.46%
47,703 $8.68 Million
Q1 2024

Apr 30, 2024

SELL
$171.09 - $186.81 $360,315 - $393,421
-2,106 Reduced 4.25%
47,483 $8.87 Million
Q4 2023

Jan 16, 2024

SELL
$147.64 - $174.21 $64,223 - $75,781
-435 Reduced 0.87%
49,589 $8.62 Million
Q3 2023

Oct 13, 2023

BUY
$153.33 - $166.75 $440,517 - $479,072
2,873 Added 6.09%
50,024 $7.7 Million
Q2 2023

Jul 13, 2023

BUY
$149.72 - $161.19 $114,535 - $123,310
765 Added 1.65%
47,151 $7.6 Million
Q1 2023

Apr 13, 2023

BUY
$144.21 - $159.47 $348,122 - $384,960
2,414 Added 5.49%
46,386 $7.04 Million
Q4 2022

Jan 20, 2023

SELL
$129.68 - $151.79 $85,848 - $100,484
-662 Reduced 1.48%
43,972 $0
Q3 2022

Oct 19, 2022

SELL
$128.52 - $150.96 $983,178 - $1.15 Million
-7,650 Reduced 14.63%
44,634 $5.74 Million
Q2 2022

Jul 15, 2022

BUY
$133.27 - $158.52 $637,963 - $758,835
4,787 Added 10.08%
52,284 $7.19 Million
Q1 2022

May 16, 2022

BUY
$147.46 - $159.06 $960,112 - $1.04 Million
6,511 Added 15.89%
47,497 $7.4 Million
Q4 2021

Feb 15, 2022

BUY
$145.8 - $156.8 $5.98 Million - $6.43 Million
40,986 New
40,986 $6.42 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.