Heartwood Wealth Advisors LLC Ishares Barclays Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Barclays stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 113 shares of IEF stock, worth $10,890. This represents 0.0% of its overall portfolio holdings.
Number of Shares
113Holding current value
$10,890% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,173Shares Held
306MCall Options Held
21.8MPut Options Held
4.72M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.56 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.71 Billion0.21% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.21 Billion0.08% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.2 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.12 Billion0.29% of portfolio