Hhm Wealth Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Hhm Wealth Advisors, LLC

  • $658 Million
  • Q2 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 2,367 shares of IYW stock, worth $367,358. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,367
Previous 2,241 5.62%
Holding current value
$367,358
Previous $302,000 17.88%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$124.75 - $153.46 $15,718 - $19,335
126 Added 5.62%
2,367 $356,000
Q3 2023

Nov 03, 2023
SELL
$103.39 - $113.67 $41,459 - $45,581
-401 Reduced 15.18%
2,241 $235,000
Q2 2023

Aug 11, 2023
BUY
$88.68 - $109.37 $75,023 - $92,527
846 Added 47.1%
2,642 $287,000
Q1 2023

May 02, 2023
BUY
$72.54 - $92.81 $29,088 - $37,216
401 Added 28.75%
1,796 $166,000
Q4 2022

Jan 19, 2023
SELL
$71.52 - $81.72 $5,864 - $6,701
-82 Reduced 5.55%
1,395 $0
Q3 2021

Nov 02, 2021
SELL
$98.99 - $108.87 $39,002 - $42,894
-394 Reduced 21.06%
1,477 $150,000
Q2 2021

Jul 27, 2021
BUY
$86.67 - $99.76 $3,033 - $3,491
35 Added 1.91%
1,871 $186,000
Q1 2021

Apr 23, 2021
BUY
$82.45 - $93.1 $28,362 - $32,026
344 Added 23.06%
1,836 $161,000
Q4 2020

Jan 28, 2021
BUY
$73.15 - $85.83 $81,854 - $96,043
1,119 Added 300.0%
1,492 $127,000
Q2 2020

Aug 13, 2020
BUY
$48.73 - $67.63 $3,313 - $4,598
68 Added 22.3%
373 $101,000
Q1 2020

May 12, 2020
BUY
$45.35 - $65.22 $13,831 - $19,892
305 New
305 $62,000

Others Institutions Holding IYW

# of Institutions
1,103
Shares Held
82.4M
Call Options Held
104K
Put Options Held
83.3K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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