Hhm Wealth Advisors, LLC Ishares Msci Usa Value Factor Transaction History

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	SELL	$82.98 - $97.89 $2,489 - $2,936	-30 Reduced 62.5%	18 $0
Q3 2021 Nov 02, 2021	BUY	$100.55 - $106.33 $4,826 - $5,103	48 New	48 $5,000

Others Institutions Holding VLUE

# of Institutions

439

Shares Held

52.5M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

19.5M
Shares

$2.08 Billion
1.89% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.51M
Shares

$483 Million
28.72% of portfolio
Matson Money. Inc.

3.7M
Shares

$396 Million
13.91% of portfolio
Bank Of America Corp Charlotte, NC

1.82M
Shares

$195 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

1.78M
Shares

$190 Million
0.42% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
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