Heartwood Wealth Advisors LLC Ishares Tr Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 131,141 shares of IDV stock, worth $3.91 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
131,141
Previous 128,420 2.12%
Holding current value
$3.91 Million
Previous $3.6 Million 0.78%
% of portfolio
0.43%
Previous 0.44%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$26.94 - $30.1 $73,303 - $81,902
2,721 Added 2.12%
131,141 $3.63 Million
Q1 2024

Apr 02, 2024
SELL
$26.95 - $28.13 $28,890 - $30,155
-1,072 Reduced 0.83%
128,420 $3.6 Million
Q4 2023

Jan 17, 2024
SELL
$24.46 - $28.13 $1,663 - $1,912
-68 Reduced 0.05%
129,492 $3.62 Million
Q3 2023

Oct 17, 2023
SELL
$25.3 - $27.59 $2.65 Million - $2.89 Million
-104,647 Reduced 44.68%
129,560 $3.29 Million
Q2 2023

Jul 19, 2023
BUY
$25.86 - $28.52 $380,400 - $419,529
14,710 Added 6.7%
234,207 $6.17 Million
Q1 2023

Apr 14, 2023
BUY
$26.54 - $29.5 $861,886 - $958,012
32,475 Added 17.36%
219,497 $6.03 Million
Q4 2022

Jan 12, 2023
BUY
$23.77 - $27.56 $910,414 - $1.06 Million
38,301 Added 25.75%
187,022 $0
Q3 2022

Oct 25, 2022
BUY
N/A
15,375 Added 11.53%
148,721 $3.35 Million
Q2 2022

Jul 25, 2022
BUY
N/A
8,152 Added 6.51%
133,346 $3.62 Million
Q1 2022

Apr 26, 2022
BUY
N/A
24,571 Added 24.42%
125,194 $3.98 Million
Q4 2021

Jan 12, 2022
BUY
N/A
8,576 Added 9.32%
100,623 $3.14 Million
Q3 2021

Oct 12, 2021
BUY
N/A
1,900 Added 2.11%
92,047 $2.8 Million
Q2 2021

Jul 21, 2021
BUY
N/A
43,881 Added 94.85%
90,147 $2.92 Million
Q1 2021

Apr 19, 2021
BUY
N/A
21,817 Added 89.23%
46,266 $1.46 Million
Q4 2020

Jan 26, 2021
BUY
N/A
24,449 New
24,449 $721,000

Others Institutions Holding IDV

# of Institutions
463
Shares Held
82.3M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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