A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 833 shares of IDV stock, worth $23,723. This represents 0.0% of its overall portfolio holdings.

Number of Shares
833
Previous 918 9.26%
Holding current value
$23,723
Previous $25,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$27.62 - $30.64 $2,347 - $2,604
-85 Reduced 9.26%
833 $25,000
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
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