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 $436,706. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,326
Previous 2,388
2.6%
Holding current value
$436,706
Previous $416,000
6.01%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,672Shares Held
257MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.43 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.12 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.96 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.82 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.69 Billion0.14% of portfolio