Hb Wealth Management, LLC Ishares Tr Transaction History

Hb Wealth Management, LLC

$15 Billion
Q4 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 5,471 shares of IYH stock, worth $349,432. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,471

Previous 5,226 4.69%

Holding current value

$349,432

Previous $306,000 14.05%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$59.84 - $64.29 $14,660 - $15,751	245 Added 4.69%	5,471 $349,000
Q1 2025 May 07, 2025	BUY	$58.32 - $62.76 $31,551 - $33,953	541 Added 11.55%	5,226 $318,000
Q2 2024 Jul 26, 2024	SELL	$58.05 - $61.75 $128,580 - $136,776	-2,215 Reduced 32.1%	4,685 $287,000
Q1 2024 Apr 30, 2024	BUY	$60.83 - $309.78 $343,507 - $1.75 Million	5,647 Added 450.68%	6,900 $427,000
Q4 2023 Jan 16, 2024	SELL	$257.23 - $286.28 $26,494 - $29,486	-103 Reduced 7.6%	1,253 $358,000

Q3 2022 Oct 19, 2022	SELL	$50.54 - $281.89 $12,230 - $68,217	-242 Reduced 15.14%	1,356 $343,000
Q4 2021 Feb 15, 2022	BUY	$271.82 - $301.88 $434,368 - $482,404	1,598 New	1,598 $480,000

Others Institutions Holding IYH

# of Institutions

568

Shares Held

24.1M

Call Options Held

5.5K

Put Options Held

4.4K

View Full List

About ISHARES TR

Ticker IYH
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Industry ETFs

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Hb Wealth Management, LLC Ishares Tr Transaction History