Position history for HB Wealth Management, LLC's holdings in ISHARES TR
HB Wealth Management, LLC holds 2.4M shares of IVW (ISHARES TR), worth $292.4M as of 2025-Q4. The position was decreased (-1.6% shares). IVW represents 1.9% of HB Wealth Management, LLC's portfolio.
Current Value
$292.4M
Current Shares
2.4M
Total Value Change
+$58.1M
Total Shares Change
-159,351
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 2.4M |
-1.6% |
| $292.4M |
| 1.9% |
| $124.16 |
0 |
| 2025-Q3 | Increased | 2.4M | +5.7% | $290.9M | 2.0% | $120.03 | 52 |
| 2025-Q2 | Decreased | 2.3M | -8.1% | $251M | 2.0% | $109.25 | 0 |
| 2025-Q1 | Decreased | 2.5M | -0.2% | $230.1M | 1.9% | $92.24 | 0 |
| 2024-Q4 | Decreased | 2.5M | -1.4% | $252.2M | 2.6% | $101.96 | 0 |
| 2024-Q3 | Decreased | 2.5M | -0.6% | $241M | 2.6% | $94.72 | 0 |
| 2024-Q2 | Decreased | 2.5M | -2.2% | $234.3M | 2.7% | $91.87 | 0 |