Position history for HB Wealth Management, LLC's holdings in ISHARES TR
HB Wealth Management, LLC holds 216,099 shares of IVV (ISHARES TR), worth $148M as of 2025-Q4. The position was increased (++4.4% shares). IVV represents 1.0% of HB Wealth Management, LLC's portfolio.
Current Value
$148M
Current Shares
216,099
Total Value Change
+$53.6M
Total Shares Change
+43,580
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 216,099 |
+4.4% |
| $148M |
| 1.0% |
| $689.92 |
45 |
| 2025-Q3 | Increased | 207,034 | +2.6% | $138.6M | 0.9% | $664.41 | 44 |
| 2025-Q2 | Increased | 201,722 | +0.3% | $125.2M | 1.0% | $613.43 | 42 |
| 2025-Q1 | Increased | 201,171 | +11.8% | $113M | 0.9% | $552.75 | 47 |
| 2024-Q4 | Increased | 179,954 | +0.4% | $105.9M | 1.1% | $583.48 | 47 |
| 2024-Q3 | Increased | 179,308 | +3.9% | $103.4M | 1.1% | $564.81 | 49 |
| 2024-Q2 | Increased | 172,519 | +50.3% | $94.4M | 1.1% | $536.31 | 65 |