Ishares Tr shares owned by HB Wealth Management
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 141k | 69.08 |
| 2025-06-30 | $7.9M | 123k | 64.13 |
| 2025-03-31 | $8.6M | 148k | 57.88 |
| 2024-12-31 | $9.2M | 152k | 60.35 |
| 2024-09-30 | $9.0M | 154k | 58.77 |
| 2024-06-30 | $8.5M | 154k | 55.69 |
| 2024-03-31 | $8.4M | 155k | 53.81 |
| 2023-12-31 | $8.2M | 169k | 48.29 |
| 2023-09-30 | $8.3M | 192k | 43.32 |
| 2023-06-30 | $8.9M | 200k | 44.56 |
| 2023-03-31 | $8.4M | 202k | 41.44 |
| 2022-12-31 | $8.1M | 208k | 39.01 |
| 2022-09-30 | $7.6M | 211k | 36.22 |
| 2022-06-30 | $8.1M | 214k | 37.90 |
| 2022-03-31 | $9.5M | 214k | 44.48 |
| 2021-12-31 | $10M | 216k | 46.56 |
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