HB Wealth Management, LLC's ownership history for IWM

HB Wealth Management, LLC currently holds 44.2K shares with a market value of $10.7M. It started holding IWM on 2024-09-30. At its peak, it held 44.2K shares on 2025-09-30. Its highest holding value was $10.7M on 2025-09-30. At its lowest, it held 39.3K shares on 2024-09-30, with a value of $8.6M on 2025-03-31. In the recent 180 days, HB Wealth Management, LLC has increased its shares by 892. In the recent year, HB Wealth Management, LLC has increased its shares by 4.9K.

It has also owned 100 contracts of calls, with the market value of the underlying securities totaling $2.4M on 2025-03-31. At its peak, it held 107 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $2.4M on 2025-09-30. At its lowest, it held 100 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $2.1M on 2025-03-31. In the recent 180 days, HB Wealth Management, LLC has decreased its holdings by 7 contracts.