A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 948 shares of IJR stock, worth $110,536. This represents 0.02% of its overall portfolio holdings.

Number of Shares
948
Previous 948 -0.0%
Holding current value
$110,536
Previous $101,000 8.91%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$102.35 - $110.52 $16,376 - $17,683
-160 Reduced 14.44%
948 $104,000
Q4 2023

Feb 05, 2024

SELL
$87.61 - $110.11 $15,331 - $19,269
-175 Reduced 13.64%
1,108 $119,000
Q3 2023

Nov 03, 2023

SELL
$92.9 - $105.16 $42,548 - $48,163
-458 Reduced 26.31%
1,283 $121,000
Q2 2023

Aug 11, 2023

BUY
$91.14 - $99.81 $13,671 - $14,971
150 Added 9.43%
1,741 $173,000
Q1 2023

May 02, 2023

BUY
$92.27 - $107.68 $553 - $646
6 Added 0.38%
1,591 $153,000
Q4 2022

Jan 19, 2023

SELL
$89.09 - $102.13 $17,461 - $20,017
-196 Reduced 11.01%
1,585 $0
Q2 2022

Aug 08, 2022

BUY
$89.03 - $109.02 $31,160 - $38,157
350 Added 24.46%
1,781 $165,000
Q1 2022

Apr 27, 2022

BUY
$102.32 - $116.69 $2,251 - $2,567
22 Added 1.56%
1,431 $154,000
Q4 2021

Feb 03, 2022

SELL
$108.26 - $120.32 $12,666 - $14,077
-117 Reduced 7.67%
1,409 $161,000
Q3 2021

Nov 02, 2021

BUY
$104.62 - $113.69 $9,415 - $10,232
90 Added 6.27%
1,526 $167,000
Q2 2021

Jul 27, 2021

BUY
$106.38 - $116.3 $2,659 - $2,907
25 Added 1.77%
1,436 $162,000
Q1 2021

Apr 23, 2021

BUY
$91.04 - $115.01 $19,664 - $24,842
216 Added 18.08%
1,411 $153,000
Q4 2020

Jan 28, 2021

SELL
$71.23 - $92.42 $17,878 - $23,197
-251 Reduced 17.36%
1,195 $110,000
Q3 2020

Nov 12, 2020

BUY
$65.69 - $75.96 $2,890 - $3,342
44 Added 3.14%
1,446 $102,000
Q2 2020

Aug 13, 2020

SELL
$50.99 - $75.55 $2,345 - $3,475
-46 Reduced 3.18%
1,402 $96,000
Q1 2020

May 12, 2020

BUY
$49.11 - $85.52 $71,111 - $123,832
1,448 New
1,448 $81,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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.