Heartwood Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 824 shares of IWN stock, worth $143,928. This represents 0.01% of its overall portfolio holdings.
Number of Shares
824Holding current value
$143,928% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IWN
# of Institutions
1,125Shares Held
55.6MCall Options Held
237KPut Options Held
27.3K-
Bank Of America Corp Charlotte, NC6.71MShares$1.17 Billion0.08% of portfolio
-
Morgan Stanley New York, NY4.68MShares$818 Million0.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.34MShares$759 Million1.89% of portfolio
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Tiaa, Fsb St. Louis, MO2.5MShares$436 Million1.27% of portfolio
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Envestnet Asset Management Inc2.15MShares$375 Million0.12% of portfolio