Hhm Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Hhm Wealth Advisors, LLC

$658 Million
Q2 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 8,097 shares of IVW stock, worth $789,619. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,097

Previous 8,109 0.15%

Holding current value

$789,619

Previous $684,000 9.5%

% of portfolio

0.11%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$79.31 - $93.31 $951 - $1,119	-12 Reduced 0.15%	8,097 $749,000
Q1 2024 May 14, 2024	BUY	$72.87 - $85.14 $25,213 - $29,458	346 Added 4.46%	8,109 $684,000
Q3 2023 Nov 03, 2023	SELL	$68.05 - $72.66 $9,799 - $10,463	-144 Reduced 1.82%	7,763 $531,000
Q1 2023 May 02, 2023	BUY	$57.25 - $63.89 $22,098 - $24,661	386 Added 5.13%	7,907 $505,000
Q4 2022 Jan 19, 2023	SELL	$56.73 - $63.56 $94,512 - $105,890	-1,666 Reduced 18.13%	7,521 $0
Q2 2022 Aug 08, 2022	BUY	$58.13 - $77.8 $442,136 - $591,746	7,606 Added 481.09%	9,187 $554,000
Q1 2022 Apr 27, 2022	BUY	$68.33 - $84.32 $7,584 - $9,359	111 Added 7.55%	1,581 $121,000
Q4 2021 Feb 03, 2022	BUY	$73.18 - $84.81 $7,318 - $8,481	100 Added 7.3%	1,470 $123,000
Q3 2021 Nov 02, 2021	BUY	$72.99 - $79.0 $145 - $158	2 Added 0.15%	1,370 $101,000
Q2 2021 Jul 27, 2021	BUY	$65.96 - $72.81 $4,023 - $4,441	61 Added 4.67%	1,368 $99,000
Q1 2021 Apr 23, 2021	BUY	$61.43 - $67.25 $1,412 - $1,546	23 Added 1.79%	1,307 $85,000
Q4 2020 Jan 28, 2021	BUY	$56.17 - $63.82 $43,644 - $49,588	777 Added 153.25%	1,284 $82,000
Q2 2020 Aug 13, 2020	BUY	$39.5 - $52.48 $39 - $52	1 Added 0.2%	507 $105,000
Q1 2020 May 12, 2020	BUY	$36.14 - $52.65 $18,286 - $26,640	506 New	506 $83,000

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Hhm Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History