Heartwood Wealth Advisors LLC Ishares Russell Mid Cap Growth Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 607 shares of IWP stock, worth $87,122. This represents 0.01% of its overall portfolio holdings.
Number of Shares
607Holding current value
$87,122% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IWP
# of Institutions
1,310Shares Held
117MCall Options Held
196KPut Options Held
340K-
Morgan Stanley New York, NY19.4MShares$2.78 Billion0.18% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.61 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC6.63MShares$951 Million0.07% of portfolio
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Jones Financial Companies Lllp5.23MShares$751 Million0.55% of portfolio
-
Wells Fargo & Company San Francisco, CA5.17MShares$742 Million0.15% of portfolio