Heartwood Wealth Advisors LLC Ishares Tr Ibonds December 202 Transaction History

Heartwood Wealth Advisors LLC

  • $812 Million
  • Q1 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 663,399 shares of IBMP stock, worth $16.6 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
663,399
Previous 618,412 7.27%
Holding current value
$16.6 Million
Previous $15.7 Million 6.22%
% of portfolio
2.06%
Previous 2.09%

Shares

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

Apr 02, 2024
BUY
$25.17 - $25.41 $1.13 Million - $1.14 Million
44,987 Added 7.27%
663,399 $16.7 Million
Q4 2023

Jan 17, 2024
SELL
$24.36 - $25.42 $105,771 - $110,373
-4,342 Reduced 0.7%
618,412 $15.7 Million
Q3 2023

Oct 17, 2023
BUY
$24.48 - $25.15 $428,595 - $440,326
17,508 Added 2.89%
622,754 $15.2 Million
Q2 2023

Jul 19, 2023
BUY
$24.82 - $25.61 $830,824 - $857,269
33,474 Added 5.85%
605,246 $15.2 Million
Q1 2023

Apr 14, 2023
BUY
$24.89 - $25.65 $1.12 Million - $1.16 Million
45,071 Added 8.56%
571,772 $14.6 Million
Q4 2022

Jan 12, 2023
SELL
$24.34 - $25.21 $440,261 - $455,998
-18,088 Reduced 3.32%
526,701 $0
Q3 2022

Oct 25, 2022
BUY
$24.62 - $25.71 $705,092 - $736,308
28,639 Added 5.55%
544,789 $13.3 Million
Q2 2022

Jul 25, 2022
BUY
$24.68 - $25.42 $12.7 Million - $13.1 Million
516,150 New
516,150 $13 Million

Others Institutions Holding IBMP

# of Institutions
127
Shares Held
15.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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