Heartwood Wealth Advisors LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 224,511 shares of IBMQ stock, worth $5.72 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
224,511
Previous 220,216
1.95%
Holding current value
$5.72 Million
Previous $5.56 Million
0.95%
% of portfolio
0.67%
Previous 0.69%
Shares
18 transactions
Others Institutions Holding IBMQ
# of Institutions
121Shares Held
12.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$26.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc800KShares$20.4 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH800KShares$20.4 Million0.35% of portfolio
-
Mercer Global Advisors Inc Denver, CO783KShares$19.9 Million0.05% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio