HBC Financial Services, PLLC IWB Holdings History
HBC Financial Services, PLLC's iShares Russell 1000 ETF Holding Summary
As of 2024-12-31, HBC Financial Services, PLLC held 152,745.00 shares of iShares Russell 1000 ETF(IWB), totaling $49.21 Mil. This investment constitutes 30.15% of their stock portfolio, and HBC Financial Services, PLLC now holds 0.12% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2019Q4. And since then HBC Financial Services, PLLC has made 8 purchases of IWB, at an average price of $172.39, for a total of 194,297.00 shares. In addition, there have been 12 sales at an average price of $246.38 for 41,552.00 shares. Based on historical transaction data and IWB's current price of $345.66, HBC Financial Services, PLLC's estimated gain on his IWB holdings is $29.54 Mil, reflecting a 88.20% gain to date.
HBC Financial Services, PLLC IWB ($345.66) Holding Chart
HBC Financial Services, PLLC IWB ($345.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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