Heartwood Wealth Advisors LLC Ishares Tr Call Options Transaction History

Heartwood Wealth Advisors LLC

$894 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$90 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$64.9 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$63.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$46.5 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$28.5 Million
0.0% of portfolio

About ISHARES TR

Ticker IYE
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