Heartwood Wealth Advisors LLC Ishares Core S&P Mid Cap ETF Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 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 $223,550. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,460
Previous 3,460 -0.0%
Holding current value
$223,550
Previous $202,000 6.44%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
BUY
$56.98 - $284.98 $154,415 - $772,295
2,710 Added 361.33%
3,460 $210,000
Q4 2023

Jan 17, 2024
BUY
$232.04 - $279.85 $174,030 - $209,887
750 New
750 $207,000
Q4 2022

Jan 12, 2023
BUY
$44.74 - $257.0 $37,536 - $215,623
839 New
839 $0
Q2 2022

Jul 25, 2022
BUY
$219.07 - $270.08 $304,507 - $375,411
1,390 New
1,390 $314,000

Others Institutions Holding IJH

# of Institutions
2,461
Shares Held
1.05B
Call Options Held
888K
Put Options Held
55.6K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email