Heartwood Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,135 shares of IWM stock, worth $905,482. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,135
Previous 4,066 1.7%
Holding current value
$905,482
Previous $824,000 10.8%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 07, 2024
BUY
$200.87 - $224.6 $13,860 - $15,497
69 Added 1.7%
4,135 $913,000
Q1 2024

Apr 02, 2024
BUY
$189.48 - $210.3 $37,517 - $41,639
198 Added 5.12%
4,066 $855,000
Q1 2023

Apr 14, 2023
BUY
$170.25 - $198.32 $252,310 - $293,910
1,482 Added 62.11%
3,868 $690,000
Q4 2022

Jan 12, 2023
BUY
$166.81 - $188.05 $398,008 - $448,687
2,386 New
2,386 $0
Q2 2022

Jul 25, 2022
BUY
$163.9 - $207.91 $25,404 - $32,226
155 Added 11.12%
1,549 $262,000
Q1 2022

Apr 26, 2022
BUY
$191.52 - $225.32 $4,788 - $5,633
25 Added 1.83%
1,394 $286,000
Q3 2021

Oct 12, 2021
BUY
$211.73 - $231.39 $289,858 - $316,772
1,369 New
1,369 $299,000

Others Institutions Holding IWM

# of Institutions
2,582
Shares Held
297M
Call Options Held
229M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

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