Heartwood Wealth Advisors LLC Ishares S&P Small Cap 600 Grow Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 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 170,804 shares of IJT stock, worth $24.5 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
170,804
Previous 163,052 4.75%
Holding current value
$24.5 Million
Previous $20.9 Million 13.78%
% of portfolio
2.66%
Previous 2.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$127.29 - $141.5 $986,752 - $1.1 Million
7,752 Added 4.75%
170,804 $23.8 Million
Q2 2024

Jul 09, 2024
BUY
$121.57 - $132.2 $166,307 - $180,849
1,368 Added 0.85%
163,052 $20.9 Million
Q1 2024

Apr 02, 2024
BUY
$119.97 - $130.73 $19.4 Million - $21.1 Million
161,684 New
161,684 $21.1 Million
Q1 2020

May 04, 2020
SELL
$59.73 - $99.87 $871,580 - $1.46 Million
-14,592 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$86.46 - $97.01 $1.26 Million - $1.42 Million
14,592 New
14,592 $2.82 Million

Others Institutions Holding IJT

# of Institutions
757
Shares Held
30.7M
Call Options Held
9.6K
Put Options Held
5.7K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

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