Hb Wealth Management, LLC Ishares Tr Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 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 11,688 shares of IYR stock, worth $1.11 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,688

Previous 7,392 58.12%

Holding current value

$1.11 Million

Previous $695,000 63.17%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$94.16 - $98.46 $404,511 - $422,984	4,296 Added 58.12%	11,688 $1.13 Million
Q2 2025 Jul 17, 2025	SELL	$84.48 - $96.25 $151,219 - $172,287	-1,790 Reduced 19.49%	7,392 $695,000
Q1 2025 May 07, 2025	BUY	$89.49 - $98.98 $984 - $1,088	11 Added 0.12%	9,182 $879,000
Q4 2024 Jan 15, 2025	BUY	$90.74 - $102.87 $9,074 - $10,287	100 Added 1.1%	9,171 $853,000
Q3 2024 Oct 15, 2024	BUY	$86.93 - $103.61 $42,595 - $50,768	490 Added 5.71%	9,071 $924,000

Q4 2023 Jan 16, 2024	SELL	$73.28 - $92.46 $169,496 - $213,859	-2,313 Reduced 21.23%	8,581 $784,000
Q2 2023 Jul 13, 2023	SELL	$80.51 - $86.54 $5,635 - $6,057	-70 Reduced 0.64%	10,894 $942,000
Q1 2023 Apr 13, 2023	SELL	$78.73 - $95.24 $111,954 - $135,431	-1,422 Reduced 11.48%	10,964 $930,000
Q4 2022 Jan 20, 2023	SELL	$76.97 - $89.17 $71,428 - $82,749	-928 Reduced 6.97%	12,386 $0
Q3 2022 Oct 19, 2022	SELL	$80.64 - $103.19 $88,058 - $112,683	-1,092 Reduced 7.58%	13,314 $1.08 Million
Q2 2022 Jul 15, 2022	BUY	$86.95 - $112.38 $18,520 - $23,936	213 Added 1.5%	14,406 $1.33 Million
Q1 2022 May 16, 2022	BUY	$99.21 - $115.26 $857,968 - $996,768	8,648 Added 155.96%	14,193 $1.54 Million
Q4 2021 Feb 15, 2022	BUY	$103.03 - $116.14 $571,301 - $643,996	5,545 New	5,545 $644,000

Others Institutions Holding IYR

# of Institutions

579

Shares Held

50.1M

Call Options Held

8.15M

Put Options Held

4.4M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Hb Wealth Management, LLC Ishares Tr Transaction History