Hhm Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 249 shares of IWD stock, worth $48,111. This represents 0.01% of its overall portfolio holdings.

Number of Shares

249

Previous 249 -0.0%

Holding current value

$48,111

Previous $47,000 2.13%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$169.4 - $179.05 $10,164 - $10,743	60 Added 31.75%	249 $43,000
Q4 2023 Feb 05, 2024	BUY	$143.69 - $165.7 $10,201 - $11,764	71 Added 60.17%	189 $31,000
Q3 2023 Nov 03, 2023	SELL	$151.73 - $163.56 $39,753 - $42,852	-262 Reduced 68.95%	118 $17,000
Q3 2022 Nov 04, 2022	SELL	$135.99 - $161.15 $25,974 - $30,779	-191 Reduced 33.45%	380 $52,000
Q1 2021 Apr 23, 2021	BUY	$134.89 - $153.0 $24,415 - $27,693	181 Added 46.41%	571 $87,000
Q4 2020 Jan 28, 2021	SELL	$115.84 - $136.73 $6,023 - $7,109	-52 Reduced 11.76%	390 $53,000
Q1 2020 May 12, 2020	BUY	$85.17 - $138.52 $37,645 - $61,225	442 New	442 $44,000

Others Institutions Holding IWD

# of Institutions

1,803

Shares Held

262M

Call Options Held

658K

Put Options Held

653K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Hhm Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History