Heartwood Wealth Advisors LLC Ishares Core High Dividend ETF Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 444 shares of HDV stock, worth $52,551. This represents 0.01% of its overall portfolio holdings.
Number of Shares
444Holding current value
$52,551% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding HDV
# of Institutions
873Shares Held
42.8MCall Options Held
867KPut Options Held
14K-
Bank Of America Corp Charlotte, NC4.5MShares$533 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.3MShares$391 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC2.76MShares$327 Million0.11% of portfolio
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Ubs Group Ag1.42MShares$168 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA1.28MShares$152 Million0.03% of portfolio