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

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 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 $388,197. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,003
Previous 3,003 -0.0%
Holding current value
$388,197
Previous $377,000 2.39%
% 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
1,536
Shares Held
304M
Call Options Held
53K
Put Options Held
29.4K
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
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