Heartwood Wealth Advisors LLC Ishares Russell Midcap Value E Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 409 shares of IWS stock, worth $56,167. This represents 0.01% of its overall portfolio holdings.
Number of Shares
409Holding current value
$56,167% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
1,059Shares Held
93.6MCall Options Held
14.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.78 Billion5.15% of portfolio
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Jones Financial Companies Lllp10.8MShares$1.48 Billion1.09% of portfolio
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Morgan Stanley New York, NY8.16MShares$1.12 Billion0.07% of portfolio
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Wells Fargo & Company San Francisco, CA3.8MShares$522 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC3.76MShares$516 Million0.04% of portfolio