Heartwood Wealth Advisors LLC Ishares Core S&P Mid Cap ETF Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,460 shares of IJH stock, worth $225,765. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,460
Previous 3,460
-0.0%
Holding current value
$225,765
Previous $215,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IJH
# of Institutions
2,516Shares Held
1.06BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.98 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.25 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.12 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.69 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.48 Billion0.19% of portfolio