Heartwood Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,326 shares of IWD stock, worth $459,873. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,326
Previous 2,388
2.6%
Holding current value
$459,873
Previous $416,000
6.01%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.76 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.3 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.01 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.85 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.7 Billion0.13% of portfolio