Heartwood Wealth Advisors LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 693,415 shares of IBTG stock, worth $15.9 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
693,415Holding current value
$15.9 Million% of portfolio
1.56%Shares
1 transactions
Others Institutions Holding IBTG
# of Institutions
309Shares Held
76MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
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Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
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Morgan Stanley New York, NY3.81MShares$87.1 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC3.64MShares$83.4 Million0.01% of portfolio
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Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio