Heartwood Wealth Advisors LLC Ishares Russell 2000 Gwt ETF Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 831 shares of IWO stock, worth $230,378. This represents 0.03% of its overall portfolio holdings.

Number of Shares
831
Previous 831 -0.0%
Holding current value
$230,378
Previous $225,000 3.11%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 02, 2024
BUY
$239.5 - $270.8 $2,874 - $3,249
12 Added 1.47%
831 $225,000
Q4 2023

Jan 17, 2024
BUY
$204.07 - $257.57 $167,133 - $210,949
819 New
819 $206,000

Others Institutions Holding IWO

# of Institutions
985
Shares Held
33.4M
Call Options Held
84K
Put Options Held
36K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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