Hhm Wealth Advisors, LLC Ishares Morningstar U.S. Equit Transaction History

Hhm Wealth Advisors, LLC

  • $848 Million
  • Q3 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 2,000 shares of ILCB stock, worth $186,260. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,000
Previous 2,000 -0.0%
Holding current value
$186,260
Previous $171,000 7.6%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 19, 2023
SELL
$49.24 - $56.14 $44,069 - $50,245
-895 Reduced 30.92%
2,000 $0
Q3 2021

Nov 02, 2021
SELL
$60.03 - $64.12 $3,901 - $4,167
-65 Reduced 2.2%
2,895 $176,000
Q2 2021

Jul 27, 2021
BUY
$56.68 - $60.74 $124,412 - $133,324
2,195 Added 286.93%
2,960 $180,000
Q1 2020

May 12, 2020
BUY
$31.37 - $48.49 $23,998 - $37,094
765 New
765 $112,000

Others Institutions Holding ILCB

# of Institutions
194
Shares Held
5.65M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
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