Hhm Wealth Advisors, LLC Ishares Tr Transaction History

Hhm Wealth Advisors, LLC

$604 Million
Q1 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 713 shares of IEFA stock, worth $51,991. This represents 0.01% of its overall portfolio holdings.

Number of Shares

713

Previous 528 35.04%

Holding current value

$51,991

Previous $37,000 40.54%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$68.14 - $74.43 $12,605 - $13,769	185 Added 35.04%	713 $52,000
Q4 2023 Feb 05, 2024	BUY	$61.3 - $70.47 $11,156 - $12,825	182 Added 52.6%	528 $37,000
Q3 2023 Nov 03, 2023	SELL	$64.04 - $69.58 $4,610 - $5,009	-72 Reduced 17.22%	346 $22,000
Q4 2022 Jan 19, 2023	SELL	$56.86 - $63.65 $39,347 - $44,045	-692 Reduced 62.34%	418 $0
Q2 2022 Aug 08, 2022	BUY	$57.91 - $70.46 $12,219 - $14,867	211 Added 23.47%	1,110 $65,000

Q1 2022 Apr 27, 2022	BUY	$63.26 - $75.48 $1,708 - $2,037	27 Added 3.1%	899 $62,000
Q4 2021 Feb 03, 2022	BUY	$72.36 - $77.76 $795 - $855	11 Added 1.28%	872 $65,000
Q3 2021 Nov 02, 2021	BUY	$72.98 - $78.2 $2,700 - $2,893	37 Added 4.49%	861 $64,000
Q2 2021 Jul 27, 2021	SELL	$73.11 - $77.88 $12,136 - $12,928	-166 Reduced 16.77%	824 $62,000
Q4 2020 Jan 28, 2021	BUY	$58.13 - $69.71 $1,511 - $1,812	26 Added 2.7%	990 $68,000
Q3 2020 Nov 12, 2020	BUY	$57.43 - $62.28 $10,279 - $11,148	179 Added 22.8%	964 $58,000
Q2 2020 Aug 13, 2020	BUY	$47.43 - $60.75 $2,039 - $2,612	43 Added 5.8%	785 $45,000
Q1 2020 May 12, 2020	BUY	$43.31 - $66.12 $32,136 - $49,061	742 New	742 $37,000

Others Institutions Holding IEFA

# of Institutions

1,888

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Hhm Wealth Advisors, LLC Ishares Tr Transaction History