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

Hhm Wealth Advisors, LLC

$735 Million
Q1 2025

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 2,332 shares of IYW stock, worth $419,713. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,332

Previous 2,323 0.39%

Holding current value

$419,713

Previous $370,000 11.62%

% of portfolio

0.04%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$140.44 - $166.79 $1,263 - $1,501	9 Added 0.39%	2,332 $327,000
Q4 2024 Jan 24, 2025	SELL	$148.14 - $166.23 $6,518 - $7,314	-44 Reduced 1.86%	2,323 $370,000
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

1,253

Shares Held

86.3M

Call Options Held

339K

Put Options Held

144K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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