Heartwood Wealth Advisors LLC Ishares S&P Small Cap 600 Grow Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 163,052 shares of IJT stock, worth $21.7 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
163,052
Previous 161,684
0.85%
Holding current value
$21.7 Million
Previous $21.1 Million
0.93%
% of portfolio
2.51%
Previous 2.6%
Shares
4 transactions
Others Institutions Holding IJT
# of Institutions
739Shares Held
25.8MCall Options Held
12.1KPut Options Held
6.4K-
Morgan Stanley New York, NY3.12MShares$414 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$243 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$157 Million0.04% of portfolio
-
Ubs Group Ag1.13MShares$150 Million0.04% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.04MShares$138 Million0.09% of portfolio