Heartwood Wealth Advisors LLC Ishares S&P Small Cap 600 Grow Transaction History

Heartwood Wealth Advisors LLC

  • $910 Million
  • Q2 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 168,370 shares of IJT stock, worth $23.1 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
168,370
Previous 166,044 1.4%
Holding current value
$23.1 Million
Previous $20.7 Million 8.35%
% of portfolio
2.46%
Previous 2.49%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$108.87 - $133.04 $253,231 - $309,451
2,326 Added 1.4%
168,370 $22.4 Million
Q1 2025

Apr 21, 2025
SELL
$121.0 - $142.28 $779,966 - $917,136
-6,446 Reduced 3.74%
166,044 $20.7 Million
Q4 2024

Jan 10, 2025
BUY
$134.53 - $150.65 $226,817 - $253,995
1,686 Added 0.99%
172,490 $23.3 Million
Q3 2024

Oct 07, 2024
BUY
$127.29 - $141.5 $986,752 - $1.1 Million
7,752 Added 4.75%
170,804 $23.8 Million
Q2 2024

Jul 09, 2024
BUY
$121.57 - $132.2 $166,307 - $180,849
1,368 Added 0.85%
163,052 $20.9 Million
Q1 2024

Apr 02, 2024
BUY
$119.97 - $130.73 $19.4 Million - $21.1 Million
161,684 New
161,684 $21.1 Million
Q1 2020

May 04, 2020
SELL
$59.73 - $99.87 $871,580 - $1.46 Million
-14,592 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$86.46 - $97.01 $1.26 Million - $1.42 Million
14,592 New
14,592 $2.82 Million

Others Institutions Holding IJT

# of Institutions
798
Shares Held
27.6M
Call Options Held
5.3K
Put Options Held
4.22K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

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