Hhm Wealth Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 34,048 shares of ISTB stock, worth $1.62 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

34,048

Previous 35,475 4.02%

Holding current value

$1.62 Million

Previous $1.68 Million 1.37%

% of portfolio

0.24%

Previous 0.26%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$47.18 - $48.74 $67,325 - $69,551	-1,427 Reduced 4.02%	34,048 $1.66 Million
Q2 2024 Aug 07, 2024	SELL	$46.84 - $47.46 $118,364 - $119,931	-2,527 Reduced 6.65%	35,475 $1.68 Million
Q1 2024 May 14, 2024	SELL	$47.16 - $47.73 $331,016 - $335,016	-7,019 Reduced 15.59%	38,002 $1.8 Million
Q4 2023 Feb 05, 2024	SELL	$46.0 - $47.56 $19,964 - $20,641	-434 Reduced 0.95%	45,021 $2.14 Million
Q3 2023 Nov 03, 2023	SELL	$46.26 - $46.9 $355,693 - $360,614	-7,689 Reduced 14.47%	45,455 $2.11 Million
Q2 2023 Aug 11, 2023	SELL	$46.63 - $47.38 $564,829 - $573,913	-12,113 Reduced 18.56%	53,144 $2.48 Million
Q1 2023 May 02, 2023	SELL	$46.16 - $47.28 $493,127 - $505,092	-10,683 Reduced 14.07%	65,257 $3.08 Million
Q4 2022 Jan 19, 2023	BUY	$45.61 - $46.84 $825,130 - $847,382	18,091 Added 31.27%	75,940 $0
Q3 2022 Nov 04, 2022	SELL	$45.93 - $47.9 $33,620 - $35,062	-732 Reduced 1.25%	57,849 $2.67 Million
Q2 2022 Aug 08, 2022	SELL	$46.78 - $48.31 $236,660 - $244,400	-5,059 Reduced 7.95%	58,581 $2.78 Million
Q1 2022 Apr 27, 2022	SELL	$48.28 - $50.36 $270,078 - $281,713	-5,594 Reduced 8.08%	63,640 $3.08 Million
Q4 2021 Feb 03, 2022	BUY	$50.4 - $51.06 $37,548 - $38,039	745 Added 1.09%	69,234 $3.49 Million
Q3 2021 Nov 02, 2021	BUY	$51.04 - $51.35 $308,383 - $310,256	6,042 Added 9.68%	68,489 $3.5 Million
Q2 2021 Jul 27, 2021	BUY	$51.18 - $51.42 $132,505 - $133,126	2,589 Added 4.33%	62,447 $3.2 Million
Q1 2021 Apr 23, 2021	SELL	$51.2 - $51.67 $1,382 - $1,395	-27 Reduced 0.05%	59,858 $3.07 Million
Q4 2020 Jan 28, 2021	BUY	$51.33 - $51.65 $86,542 - $87,081	1,686 Added 2.9%	59,885 $3.09 Million
Q3 2020 Nov 12, 2020	BUY	$51.36 - $51.69 $689,097 - $693,524	13,417 Added 29.96%	58,199 $3 Million
Q2 2020 Aug 13, 2020	SELL	$50.12 - $51.49 $28,217 - $28,988	-563 Reduced 1.24%	44,782 $2.31 Million
Q1 2020 May 12, 2020	SELL	$48.23 - $51.34 $177,245 - $188,674	-3,675 Reduced 7.5%	45,345 $2.29 Million
Q4 2019 Feb 12, 2020	BUY	$50.24 - $50.61 $597,554 - $601,955	11,894 Added 32.04%	49,020 $2.44 Million
Q3 2019 Nov 13, 2019	BUY	$50.22 - $50.52 $1.86 Million - $1.88 Million	37,126 New	37,126 $1.87 Million

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.6M

Call Options Held

Put Options Held

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About IHARES CORE 1-5 YEARS USD BOND

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Hhm Wealth Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History