Heartwood Wealth Advisors LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Heartwood Wealth Advisors LLC

$894 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	BUY	$20.86 - $21.0 $24,739 - $24,906	1,186 Added 0.69%	173,207 $3.62 Million
Q2 2022 Jul 25, 2022	BUY	$20.9 - $21.1 $104,102 - $105,099	4,981 Added 2.98%	172,021 $3.6 Million
Q1 2022 Apr 26, 2022	BUY	$21.05 - $21.46 $251,905 - $256,811	11,967 Added 7.72%	167,040 $3.53 Million
Q4 2021 Jan 12, 2022	SELL	$21.45 - $21.68 $29,472 - $29,788	-1,374 Reduced 0.88%	155,073 $3.33 Million
Q3 2021 Oct 12, 2021	BUY	$21.67 - $21.74 $100,787 - $101,112	4,651 Added 3.06%	156,447 $3.39 Million
Q2 2021 Jul 21, 2021	BUY	$21.71 - $21.79 $36,494 - $36,628	1,681 Added 1.12%	151,796 $3.3 Million
Q1 2021 Apr 19, 2021	BUY	$21.73 - $21.89 $243,636 - $245,430	11,212 Added 8.07%	150,115 $3.27 Million
Q4 2020 Jan 26, 2021	BUY	$21.81 - $21.9 $98,101 - $98,506	4,498 Added 3.35%	138,903 $3.04 Million
Q3 2020 Oct 28, 2020	SELL	$21.78 - $21.92 $492,641 - $495,808	-22,619 Reduced 14.4%	134,405 $2.93 Million
Q2 2020 Aug 05, 2020	BUY	$20.47 - $21.83 $573,835 - $611,960	28,033 Added 21.73%	157,024 $2.92 Million
Q1 2020 May 04, 2020	BUY	$18.29 - $21.72 $120,439 - $143,026	6,585 Added 5.38%	128,991 $2.67 Million
Q4 2019 Jan 31, 2020	BUY	$21.23 - $21.39 $2.6 Million - $2.62 Million	122,406 New	122,406 $2.61 Million

Others Institutions Holding BSCN

# of Institutions

23

Shares Held

990K

Call Options Held

0

Put Options Held

0

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