Position history for HB Wealth Management, LLC's holdings in ISHARES TR
HB Wealth Management, LLC holds 1M shares of ITOT (ISHARES TR), worth $151.8M as of 2025-Q4. The position was increased (++0.0% shares). ITOT represents 1.0% of HB Wealth Management, LLC's portfolio.
Current Value
$151.8M
Current Shares
1M
Total Value Change
+$35.8M
Total Shares Change
+44,017
Other major holders of ITOT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.
Increased |
| 1M |
+0.0% |
| $151.8M |
| 1.0% |
| $149.80 |
43 |
| 2025-Q3 | Increased | 1M | +4.7% | $148.6M | 1.0% | $144.73 | 50 |
| 2025-Q2 | Increased | 974,950 | +1.4% | $131.7M | 1.0% | $133.52 | 48 |
| 2025-Q1 | Increased | 961,484 | +0.8% | $117.3M | 1.0% | $120.29 | 43 |
| 2024-Q4 | Decreased | 953,699 | -0.3% | $122.7M | 1.3% | $127.50 | 0 |
| 2024-Q3 | Decreased | 956,135 | -2.1% | $120.1M | 1.3% | $123.23 | 0 |
| 2024-Q2 | Increased | 976,661 | +18.7% | $116M | 1.4% | $116.52 | 56 |