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 $917,639. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,135

Previous 4,066 1.7%

Holding current value

$917,639

Previous $824,000 10.8%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,663

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

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.

Account

Heartwood Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History