Heartwood Wealth Advisors LLC Ishares Core S&P Sm 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 Sm Cap ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,948 shares of IJR stock, worth $565,506. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,948
Previous 4,888
1.23%
Holding current value
$565,506
Previous $521,000
10.94%
% of portfolio
0.06%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,523Shares Held
494MCall Options Held
736KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.99 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.48 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.96 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.82 Billion0.42% of portfolio