Hhm Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Hhm Wealth Advisors, LLC

$658 Million
Q2 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 21,519 shares of SGOV stock, worth $2.17 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

21,519

Previous 22,082 2.55%

Holding current value

$2.17 Million

Previous $2.22 Million 2.52%

% of portfolio

0.33%

Previous 0.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	SELL	$100.29 - $100.75 $56,463 - $56,722	-563 Reduced 2.55%	21,519 $2.17 Million
Q1 2024 May 14, 2024	BUY	$100.29 - $100.71 $420,014 - $421,773	4,188 Added 23.4%	22,082 $2.22 Million
Q4 2023 Feb 05, 2024	BUY	$100.05 - $100.73 $827,613 - $833,238	8,272 Added 85.97%	17,894 $1.79 Million
Q3 2023 Nov 03, 2023	BUY	$100.2 - $100.67 $388,976 - $390,800	3,882 Added 67.63%	9,622 $968,000
Q2 2023 Aug 11, 2023	SELL	$100.18 - $100.63 $132,738 - $133,334	-1,325 Reduced 18.75%	5,740 $577,000
Q1 2023 May 02, 2023	SELL	$100.08 - $100.58 $47,738 - $47,976	-477 Reduced 6.32%	7,065 $710,000
Q4 2022 Jan 19, 2023	BUY	$99.97 - $100.37 $177,446 - $178,156	1,775 Added 30.78%	7,542 $0
Q3 2022 Nov 04, 2022	BUY	$100.03 - $100.27 $6,702 - $6,718	67 Added 1.18%	5,767 $578,000
Q2 2022 Aug 08, 2022	BUY	$100.02 - $100.12 $567,813 - $568,381	5,677 Added 24682.61%	5,700 $571,000
Q1 2022 Apr 27, 2022	BUY	$100.01 - $100.05 $2,300 - $2,301	23 New	23 $2,000

Others Institutions Holding SGOV

# of Institutions

657

Shares Held

89.6M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Hhm Wealth Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History