Heartwood Wealth Advisors LLC Ishares Russell 1000 Gr ETF Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,069 shares of IWF stock, worth $1.13 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,069
Previous 3,069 -0.0%
Holding current value
$1.13 Million
Previous $1.03 Million 8.12%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
BUY
$294.43 - $339.01 $514,369 - $592,250
1,747 Added 132.15%
3,069 $1.03 Million
Q4 2023

Jan 17, 2024
BUY
$256.94 - $304.21 $36,999 - $43,806
144 Added 12.22%
1,322 $400,000
Q1 2023

Apr 14, 2023
BUY
$209.92 - $244.33 $247,285 - $287,820
1,178 New
1,178 $287,000
Q4 2020

Jan 26, 2021
BUY
$209.58 - $241.25 $192,813 - $221,950
920 New
920 $222,000

Others Institutions Holding IWF

# of Institutions
2,147
Shares Held
203M
Call Options Held
396K
Put Options Held
84.5K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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.

Choose your preferred platform and Sign Up 👇 Telegram Email