Hhm Wealth Advisors, LLC Ishares Tr Transaction History

Hhm Wealth Advisors, LLC

  • $848 Million
  • Q3 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 118 shares of IDV stock, worth $4,509. This represents 0.0% of its overall portfolio holdings.

Number of Shares
118
Previous 833 85.83%
Holding current value
$4,509
Previous $28,000 85.71%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$34.54 - $37.28 $24,696 - $26,655
-715 Reduced 85.83%
118 $4,000
Q3 2024

Nov 12, 2024
SELL
$27.62 - $30.64 $2,347 - $2,604
-85 Reduced 9.26%
833 $25,000
Q1 2024

May 14, 2024
SELL
$26.95 - $28.13 $3,099 - $3,234
-115 Reduced 11.13%
918 $25,000
Q4 2022

Jan 19, 2023
SELL
$22.26 - $27.56 $47,413 - $58,702
-2,130 Reduced 67.34%
1,033 $0
Q3 2022

Nov 04, 2022
BUY
$22.53 - $28.47 $39,314 - $49,680
1,745 Added 123.06%
3,163 $71,000
Q4 2021

Feb 03, 2022
BUY
$29.77 - $31.71 $3,512 - $3,741
118 Added 9.08%
1,418 $44,000
Q3 2020

Nov 12, 2020
BUY
$24.68 - $26.95 $32,084 - $35,035
1,300 New
1,300 $32,000

Others Institutions Holding IDV

# of Institutions
582
Shares Held
91.5M
Call Options Held
13.5K
Put Options Held
138K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email