Heartwood Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 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 2,954 shares of IWB stock, worth $971,570. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,954
Previous 2,977 0.77%
Holding current value
$971,570
Previous $885,000 4.86%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 07, 2024
SELL
$283.28 - $314.39 $6,515 - $7,230
-23 Reduced 0.77%
2,954 $928,000
Q1 2024

Apr 02, 2024
BUY
$257.46 - $288.1 $554,826 - $620,855
2,155 Added 262.17%
2,977 $857,000
Q4 2023

Jan 17, 2024
BUY
$225.16 - $263.17 $185,081 - $216,325
822 New
822 $215,000
Q2 2023

Jul 19, 2023
BUY
$221.85 - $243.74 $182,360 - $200,354
822 New
822 $200,000
Q2 2022

Jul 25, 2022
BUY
$201.03 - $253.2 $539,564 - $679,588
2,684 New
2,684 $558,000
Q1 2022

Apr 26, 2022
SELL
$230.48 - $266.11 $207,201 - $239,232
-899 Closed
0 $0
Q1 2021

Apr 19, 2021
BUY
$208.89 - $225.24 $187,792 - $202,490
899 New
899 $201,000

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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