Hb Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Hb Wealth Management, LLC holds 5,849 shares of IWP stock, worth $793,709. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,849
Previous 5,772 1.33%
Holding current value
$793,709
Previous $676,000 9.62%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$116.4 - $138.52 $8,962 - $10,666
77 Added 1.33%
5,849 $741,000
Q2 2024

Jul 26, 2024
BUY
$105.7 - $113.43 $5,285 - $5,671
50 Added 0.87%
5,772 $636,000
Q1 2024

Apr 30, 2024
BUY
$100.66 - $114.14 $341,036 - $386,706
3,388 Added 145.16%
5,722 $653,000
Q4 2023

Jan 16, 2024
BUY
$85.66 - $105.12 $1,627 - $1,997
19 Added 0.82%
2,334 $243,000
Q3 2023

Oct 13, 2023
BUY
$89.97 - $100.32 $179 - $200
2 Added 0.09%
2,315 $211,000
Q2 2023

Jul 13, 2023
SELL
$87.72 - $96.63 $26,316 - $28,989
-300 Reduced 11.48%
2,313 $223,000
Q1 2023

Apr 13, 2023
BUY
$82.89 - $94.68 $216,591 - $247,398
2,613 New
2,613 $237,000
Q3 2022

Oct 19, 2022
SELL
$78.02 - $94.38 $28,633 - $34,637
-367 Reduced 12.48%
2,573 $202,000
Q1 2022

May 16, 2022
SELL
$89.52 - $114.03 $99,904 - $127,257
-1,116 Reduced 27.51%
2,940 $295,000
Q4 2021

Feb 15, 2022
BUY
$109.8 - $123.28 $445,348 - $500,023
4,056 New
4,056 $467,000

Others Institutions Holding IWP

# of Institutions
1,112
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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