Hhm Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 44,619 shares of USMV stock, worth $4.14 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

44,619

Previous 45,104 1.08%

Holding current value

$4.14 Million

Previous $4.12 Million 3.81%

% of portfolio

0.54%

Previous 0.59%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$88.59 - $94.57 $42,966 - $45,866	-485 Reduced 1.08%	44,619 $3.96 Million
Q3 2024 Nov 12, 2024	SELL	$83.76 - $91.82 $246,421 - $270,134	-2,942 Reduced 6.12%	45,104 $4.12 Million
Q2 2024 Aug 07, 2024	SELL	$79.92 - $84.63 $571,987 - $605,696	-7,157 Reduced 12.96%	48,046 $4.03 Million
Q1 2024 May 14, 2024	SELL	$77.86 - $83.58 $112,274 - $120,522	-1,442 Reduced 2.55%	55,203 $4.61 Million
Q4 2023 Feb 05, 2024	SELL	$70.56 - $78.63 $71,900 - $80,123	-1,019 Reduced 1.77%	56,645 $4.42 Million
Q3 2023 Nov 03, 2023	SELL	$72.38 - $76.06 $297,554 - $312,682	-4,111 Reduced 6.65%	57,664 $4.17 Million
Q2 2023 Aug 11, 2023	SELL	$71.44 - $74.33 $456,430 - $474,894	-6,389 Reduced 9.37%	61,775 $4.59 Million
Q1 2023 May 02, 2023	SELL	$69.12 - $73.78 $385,827 - $411,839	-5,582 Reduced 7.57%	68,164 $4.96 Million
Q4 2022 Jan 19, 2023	SELL	$65.75 - $75.5 $86,264 - $99,056	-1,312 Reduced 1.75%	73,746 $0
Q3 2022 Nov 04, 2022	SELL	$66.1 - $76.63 $38,668 - $44,828	-585 Reduced 0.77%	75,058 $4.96 Million
Q2 2022 Aug 08, 2022	SELL	$66.73 - $79.1 $226,481 - $268,465	-3,394 Reduced 4.29%	75,643 $5.31 Million
Q1 2022 Apr 27, 2022	SELL	$71.88 - $80.4 $11.8 Million - $13.2 Million	-163,849 Reduced 67.46%	79,037 $6.13 Million
Q4 2021 Feb 03, 2022	BUY	$73.28 - $81.04 $487,971 - $539,645	6,659 Added 2.82%	242,886 $19.7 Million
Q3 2021 Nov 02, 2021	BUY	$73.5 - $78.28 $90,993 - $96,910	1,238 Added 0.53%	236,227 $17.4 Million
Q2 2021 Jul 27, 2021	BUY	$69.72 - $73.7 $576,584 - $609,499	8,270 Added 3.65%	234,989 $17.3 Million
Q1 2021 Apr 23, 2021	BUY	$65.18 - $69.88 $937,092 - $1 Million	14,377 Added 6.77%	226,719 $15.7 Million
Q4 2020 Jan 28, 2021	BUY	$61.66 - $67.88 $310,396 - $341,707	5,034 Added 2.43%	212,342 $14.4 Million
Q3 2020 Nov 12, 2020	BUY	$60.74 - $66.36 $286,206 - $312,688	4,712 Added 2.33%	207,308 $13.2 Million
Q2 2020 Aug 13, 2020	SELL	$51.94 - $64.01 $85,752 - $105,680	-1,651 Reduced 0.81%	202,596 $12.3 Million
Q1 2020 May 12, 2020	BUY	$46.61 - $69.67 $3.46 Million - $5.17 Million	74,201 Added 57.06%	204,247 $11 Million
Q4 2019 Feb 12, 2020	BUY	$62.68 - $65.67 $8.15 Million - $8.54 Million	130,046 New	130,046 $8.51 Million

Others Institutions Holding USMV

# of Institutions

1,340

Shares Held

208M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Hhm Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History