Hhm Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Hhm Wealth Advisors, LLC
- $831 Million
- Q2 2025
A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 846 shares of IUSV stock, worth $81,435. This represents 0.01% of its overall portfolio holdings.
Number of Shares
846
Previous 1,064
20.49%
Holding current value
$81,435
Previous $98,000
18.37%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
806Shares Held
182MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.95 Billion0.55% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.46 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.18MShares$884 Million0.06% of portfolio
-
Envestnet Asset Management Inc5.25MShares$506 Million0.15% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$467 Million5.53% of portfolio