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

Oct 07, 2024

SELL
$173.36 - $189.8 $10,748 - $11,767
-62 Reduced 2.6%
2,326 $441,000
Q1 2024

Apr 02, 2024

SELL
$161.84 - $179.11 $11,652 - $12,895
-72 Reduced 2.93%
2,388 $427,000
Q3 2023

Oct 17, 2023

BUY
$151.73 - $163.56 $373,255 - $402,357
2,460 New
2,460 $373,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.