A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 918 shares of IDV stock, worth $27,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares
918
Previous 918 -0.0%
Holding current value
$27,540
Previous $25,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$26.95 - $28.13 $3,099 - $3,234
-115 Reduced 11.13%
918 $25,000
Q4 2022

Jan 19, 2023

SELL
$22.26 - $27.56 $47,413 - $58,702
-2,130 Reduced 67.34%
1,033 $0
Q3 2022

Nov 04, 2022

BUY
$22.53 - $28.47 $39,314 - $49,680
1,745 Added 123.06%
3,163 $71,000
Q4 2021

Feb 03, 2022

BUY
$29.77 - $31.71 $3,512 - $3,741
118 Added 9.08%
1,418 $44,000
Q3 2020

Nov 12, 2020

BUY
$24.68 - $26.95 $32,084 - $35,035
1,300 New
1,300 $32,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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.