Heartwood Wealth Advisors LLC Ishares S&P Midcap 400 Growth Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 10,069 shares of IJK stock, worth $957,259. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,069
Previous 10,069 -0.0%
Holding current value
$957,259
Previous $887,000 4.28%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Apr 02, 2024
SELL
$76.81 - $91.25 $2,841 - $3,376
-37 Reduced 0.37%
10,069 $918,000
Q4 2022

Jan 12, 2023
BUY
$63.9 - $72.95 $645,773 - $737,232
10,106 New
10,106 $0

Others Institutions Holding IJK

# of Institutions
935
Shares Held
73.6M
Call Options Held
5.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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