Heartwood Wealth Advisors LLC Ishares S&P Smallcap 600 Value Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 207,115 shares of IJS stock, worth $21.6 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
207,115
Previous 205,124
0.97%
Holding current value
$21.6 Million
Previous $21.1 Million
4.42%
% of portfolio
2.41%
Previous 2.6%
Shares
18 transactions
Others Institutions Holding IJS
# of Institutions
803Shares Held
39.4MCall Options Held
15.5KPut Options Held
5.6K-
Morgan Stanley New York, NY3.47MShares$362 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.45MShares$360 Million0.03% of portfolio
-
M&T Bank Corp1.52MShares$159 Million0.51% of portfolio
-
Regions Financial Corp1.46MShares$152 Million1.08% of portfolio
-
Wells Fargo & Company San Francisco, CA1.33MShares$139 Million0.03% of portfolio