Heartwood Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,003 shares of ITOT stock, worth $376,125. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,003
Previous 3,003 -0.0%
Holding current value
$376,125
Previous $356,000 5.9%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 02, 2024
SELL
$103.16 - $115.3 $12,895 - $14,412
-125 Reduced 4.0%
3,003 $346,000
Q1 2023

Apr 14, 2023
BUY
$84.12 - $93.15 $263,127 - $291,373
3,128 New
3,128 $283,000

Others Institutions Holding ITOT

# of Institutions
1,360
Shares Held
302M
Call Options Held
97.2K
Put Options Held
16.1K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email