Heartwood Wealth Advisors LLC Ishares Tr Transaction History

Heartwood Wealth Advisors LLC

$910 Million
Q2 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 15,472 shares of IYE stock, worth $703,821. This represents 0.08% of its overall portfolio holdings.

Number of Shares

15,472

Previous 15,430 0.27%

Holding current value

$703,821

Previous $760,000 8.03%

% of portfolio

0.08%

Previous 0.09%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$40.36 - $49.67 $1,695 - $2,086	42 Added 0.27%	15,472 $699,000
Q1 2025 Apr 21, 2025	SELL	$45.23 - $49.95 $510,872 - $564,185	-11,295 Reduced 42.26%	15,430 $760,000
Q3 2024 Oct 07, 2024	BUY	$44.44 - $49.18 $98,167 - $108,638	2,209 Added 9.01%	26,725 $1.24 Million
Q2 2024 Jul 09, 2024	BUY	$46.21 - $51.17 $3,650 - $4,042	79 Added 0.32%	24,516 $1.18 Million
Q1 2024 Apr 02, 2024	BUY	$41.9 - $49.4 $104,666 - $123,401	2,498 Added 11.39%	24,437 $1.21 Million
Q3 2023 Oct 17, 2023	BUY	$41.76 - $48.97 $19,919 - $23,358	477 Added 2.22%	21,939 $1.04 Million
Q2 2023 Jul 19, 2023	BUY	$40.39 - $45.87 $15,590 - $17,705	386 Added 1.83%	21,462 $919,000
Q1 2023 Apr 14, 2023	BUY	$40.63 - $49.07 $47,333 - $57,166	1,165 Added 5.85%	21,076 $922,000
Q4 2022 Jan 12, 2023	SELL	$41.43 - $50.5 $197,413 - $240,632	-4,765 Reduced 19.31%	19,911 $0
Q3 2022 Oct 25, 2022	BUY	$36.07 - $45.64 $56,197 - $71,107	1,558 Added 6.74%	24,676 $970,000
Q2 2022 Jul 25, 2022	BUY	$37.64 - $48.83 $8,770 - $11,377	233 Added 1.02%	23,118 $881,000
Q1 2022 Apr 26, 2022	SELL	$31.0 - $42.12 $222,456 - $302,253	-7,176 Reduced 23.87%	22,885 $936,000
Q4 2021 Jan 12, 2022	BUY	$28.79 - $32.36 $72,234 - $81,191	2,509 Added 9.11%	30,061 $905,000
Q3 2021 Oct 12, 2021	SELL	$24.81 - $29.6 $23,395 - $27,912	-943 Reduced 3.31%	27,552 $779,000
Q2 2021 Jul 21, 2021	BUY	$25.2 - $30.0 $182,095 - $216,780	7,226 Added 33.97%	28,495 $829,000
Q1 2021 Apr 19, 2021	BUY	$20.29 - $28.47 $95,525 - $134,036	4,708 Added 28.43%	21,269 $558,000
Q4 2020 Jan 26, 2021	BUY	$14.89 - $22.07 $24,925 - $36,945	1,674 Added 11.24%	16,561 $335,000
Q3 2020 Oct 28, 2020	BUY	$15.96 - $20.59 $33,962 - $43,815	2,128 Added 16.68%	14,887 $238,000
Q2 2020 Aug 05, 2020	BUY	$14.58 - $24.77 $186,026 - $316,040	12,759 New	12,759 $255,000

Others Institutions Holding IYE

# of Institutions

336

Shares Held

14.7M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Heartwood Wealth Advisors LLC Ishares Tr Transaction History