A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 546 shares of IWM stock, worth $123,204. This represents 0.02% of its overall portfolio holdings.

Number of Shares
546
Previous 546 -0.0%
Holding current value
$123,204
Previous $114,000 3.51%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024

BUY
$162.21 - $204.82 $3,730 - $4,710
23 Added 4.4%
546 $109,000
Q1 2023

May 02, 2023

BUY
$170.25 - $198.32 $170 - $198
1 Added 0.19%
523 $93,000
Q4 2022

Jan 19, 2023

BUY
$166.81 - $188.05 $84,239 - $94,965
505 Added 2970.59%
522 $0
Q2 2022

Aug 08, 2022

SELL
$163.9 - $207.91 $15,242 - $19,335
-93 Reduced 84.55%
17 $3,000
Q4 2021

Feb 03, 2022

BUY
$212.12 - $242.56 $23,333 - $26,681
110 New
110 $25,000
Q3 2020

Nov 12, 2020

SELL
$139.07 - $158.46 $4,172 - $4,753
-30 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$99.9 - $169.53 $2,997 - $5,085
30 New
30 $3,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.