Heartwood Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 101 shares of IVE stock, worth $20,454. This represents 0.0% of its overall portfolio holdings.
Number of Shares
101Holding current value
$20,454% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,710Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.25 Billion1.26% of portfolio
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Jpmorgan Chase & CO New York, NY17.8MShares$3.6 Billion0.27% of portfolio
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Morgan Stanley New York, NY14.1MShares$2.86 Billion0.19% of portfolio
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Bank Of America Corp Charlotte, NC8.32MShares$1.69 Billion0.12% of portfolio
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Lpl Financial LLC Fort Mill, SC7.91MShares$1.6 Billion0.55% of portfolio