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 $986,032. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,135
Previous 4,066
1.7%
Holding current value
$986,032
Previous $824,000
10.8%
% of portfolio
0.1%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding IWM
# of Institutions
2,661Shares Held
307MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$9.58 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.44 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.32 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.31 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.85 Billion6.48% of portfolio