Hhm Wealth Advisors, LLC Ishares Tr Transaction History

Hhm Wealth Advisors, LLC

  • $658 Million
  • Q2 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 98 shares of IAT stock, worth $4,519. This represents 0.0% of its overall portfolio holdings.

Number of Shares
98
Previous 85 15.29%
Holding current value
$4,519
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$39.17 - $43.65 $509 - $567
13 Added 15.29%
98 $4,000
Q1 2024

May 14, 2024
SELL
$39.12 - $43.38 $156,480 - $173,520
-4,000 Reduced 97.92%
85 $3,000
Q3 2023

Nov 03, 2023
BUY
$32.83 - $39.14 $131,320 - $156,560
4,000 Added 4705.88%
4,085 $137,000
Q2 2021

Jul 27, 2021
BUY
$54.96 - $62.64 $4,671 - $5,324
85 New
85 $5,000

Others Institutions Holding IAT

# of Institutions
166
Shares Held
4.99M
Call Options Held
192K
Put Options Held
98.6K
View Full List

About ISHARES TR

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