Heartwood Wealth Advisors LLC Ishares Tr Ibonds December 202 Call Options Transaction History

Heartwood Wealth Advisors LLC

$812 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBMP

# of Institutions

127

Shares Held

15.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.37M
Shares

$34.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

899K
Shares

$22.5 Million
0.06% of portfolio
Envestnet Asset Management Inc

817K
Shares

$20.4 Million
0.01% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

746K
Shares

$18.7 Million
0.53% of portfolio
Wells Fargo & Company San Francisco, CA

736K
Shares

$18.4 Million
0.0% of portfolio

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMP
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