Hhm Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 3,729 shares of DGRO stock, worth $228,028. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,729

Previous 3,730 0.03%

Holding current value

$228,028

Previous $233,000 2.15%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$60.73 - $64.94 $60 - $64	-1 Reduced 0.03%	3,729 $228,000
Q2 2024 Aug 07, 2024	BUY	$55.23 - $58.55 $11,046 - $11,710	200 Added 5.67%	3,730 $214,000
Q1 2024 May 14, 2024	BUY	$53.33 - $58.06 $21,332 - $23,224	400 Added 12.78%	3,530 $204,000
Q4 2023 Feb 05, 2024	SELL	$47.36 - $54.1 $4,688 - $5,355	-99 Reduced 3.07%	3,130 $168,000
Q3 2023 Nov 03, 2023	SELL	$49.53 - $53.28 $405,403 - $436,096	-8,185 Reduced 71.71%	3,229 $159,000
Q2 2023 Aug 11, 2023	BUY	$49.08 - $51.53 $196,320 - $206,120	4,000 Added 53.95%	11,414 $588,000
Q4 2022 Jan 19, 2023	BUY	$44.53 - $52.33 $234,806 - $275,936	5,273 Added 246.29%	7,414 $0
Q2 2022 Aug 08, 2022	BUY	$45.84 - $53.69 $412 - $483	9 Added 0.42%	2,141 $102,000
Q1 2022 Apr 27, 2022	BUY	$50.66 - $56.06 $1,823 - $2,018	36 Added 1.72%	2,132 $114,000
Q4 2021 Feb 03, 2022	BUY	$50.43 - $55.68 $504 - $556	10 Added 0.48%	2,096 $116,000
Q3 2021 Nov 02, 2021	BUY	$50.23 - $53.1 $10,950 - $11,575	218 Added 11.67%	2,086 $105,000
Q2 2021 Jul 27, 2021	SELL	$48.57 - $51.16 $24,236 - $25,528	-499 Reduced 21.08%	1,868 $94,000
Q1 2021 Apr 23, 2021	BUY	$44.11 - $48.56 $3,308 - $3,642	75 Added 3.27%	2,367 $114,000
Q4 2020 Jan 28, 2021	BUY	$38.76 - $44.82 $542 - $627	14 Added 0.61%	2,292 $103,000
Q3 2020 Nov 12, 2020	BUY	$37.36 - $41.95 $4,632 - $5,201	124 Added 5.76%	2,278 $91,000
Q2 2020 Aug 13, 2020	SELL	$31.16 - $40.84 $7,696 - $10,087	-247 Reduced 10.29%	2,154 $81,000
Q1 2020 May 12, 2020	BUY	$27.99 - $43.13 $67,203 - $103,555	2,401 New	2,401 $78,000

Others Institutions Holding DGRO

# of Institutions

1,216

Shares Held

300M

Call Options Held

62.4K

Put Options Held

33.8K

View Full List

About ISHARES CORE DIVIDEND GROWTH E

Ticker DGRO
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Hhm Wealth Advisors, LLC Ishares Core Dividend Growth E Transaction History