Hhm Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Hhm Wealth Advisors, LLC

$735 Million
Q1 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 1,064 shares of IUSV stock, worth $97,504. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,064

Holding current value

$97,504

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$90.0 - $96.32 $95,760 - $102,484	1,064 New	1,064 $98,000

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

180M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

72.2M
Shares

$6.62 Billion
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

14.4M
Shares

$1.32 Billion
0.54% of portfolio
Morgan Stanley New York, NY

9.18M
Shares

$841 Million
0.06% of portfolio
Jones Financial Companies Lllp

4.83M
Shares

$443 Million
0.4% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.78M
Shares

$438 Million
5.75% of portfolio

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

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Hhm Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History