Hhm Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 252 shares of IVE stock, worth $49,548. This represents 0.01% of its overall portfolio holdings.

Number of Shares

252

Previous 317 20.5%

Holding current value

$49,548

Previous $62,000 22.58%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$189.5 - $206.17 $12,317 - $13,401	-65 Reduced 20.5%	252 $48,000
Q3 2024 Nov 12, 2024	SELL	$181.06 - $197.17 $4,707 - $5,126	-26 Reduced 7.58%	317 $62,000
Q2 2024 Aug 07, 2024	SELL	$176.58 - $186.7 $4,237 - $4,480	-24 Reduced 6.54%	343 $62,000
Q1 2024 May 14, 2024	BUY	$171.09 - $186.81 $20,530 - $22,417	120 Added 48.58%	367 $68,000
Q1 2023 May 02, 2023	BUY	$144.21 - $159.47 $24,227 - $26,790	168 Added 212.66%	247 $37,000
Q2 2022 Aug 08, 2022	SELL	$133.27 - $158.52 $1,999 - $2,377	-15 Reduced 15.96%	79 $11,000
Q4 2021 Feb 03, 2022	SELL	$145.8 - $156.8 $33,534 - $36,064	-230 Reduced 70.99%	94 $15,000
Q1 2020 May 12, 2020	BUY	$82.97 - $131.79 $26,882 - $42,699	324 New	324 $31,000

Others Institutions Holding IVE

# of Institutions

1,654

Shares Held

145M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Hhm Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History