Hhm Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Hhm Wealth Advisors, LLC

$604 Million
Q1 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 396 shares of ITOT stock, worth $47,397. This represents 0.01% of its overall portfolio holdings.

Number of Shares

396

Previous 396 -0.0%

Holding current value

$47,397

Previous $41,000 9.76%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 03, 2022	SELL	$98.24 - $107.61 $70,732 - $77,479	-720 Reduced 64.52%	396 $42,000
Q3 2021 Nov 02, 2021	BUY	$97.33 - $103.96 $4,379 - $4,678	45 Added 4.2%	1,116 $110,000
Q2 2021 Jul 27, 2021	BUY	$92.76 - $98.86 $8,162 - $8,699	88 Added 8.95%	1,071 $106,000
Q1 2021 Apr 23, 2021	BUY	$85.12 - $92.58 $49,965 - $54,344	587 Added 148.23%	983 $90,000
Q1 2020 May 12, 2020	BUY	$49.67 - $76.42 $19,669 - $30,262	396 New	396 $23,000

Others Institutions Holding ITOT

# of Institutions

1,301

Shares Held

293M

Call Options Held

524K

Put Options Held

45.1K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

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.

Account

Hhm Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History