Heartwood Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,977 shares of IWB stock, worth $916,320. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,977
Previous 2,977
-0.0%
Holding current value
$916,320
Previous $857,000
3.27%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding IWB
# of Institutions
1,339Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.73 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.39 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.12 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$973 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$861 Million0.07% of portfolio