Heartwood Wealth Advisors LLC Ishares Emerging Markets Divid Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q4 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	BUY	$22.56 - $26.63 $485,152 - $572,678	21,505 Added 18.98%	134,781 $3.06 Million
Q2 2022 Jul 25, 2022	BUY	$26.42 - $34.16 $718,967 - $929,596	27,213 Added 31.62%	113,276 $3.01 Million
Q1 2022 Apr 26, 2022	BUY	$30.68 - $40.57 $438,171 - $579,420	14,282 Added 19.9%	86,063 $2.81 Million
Q4 2021 Jan 12, 2022	BUY	$36.8 - $40.11 $241,702 - $263,442	6,568 Added 10.07%	71,781 $2.76 Million
Q3 2021 Oct 12, 2021	BUY	$37.47 - $40.44 $596,784 - $644,087	15,927 Added 32.32%	65,213 $2.54 Million

Q2 2021 Jul 21, 2021	BUY	$38.68 - $41.57 $1.23 Million - $1.32 Million	31,811 Added 182.04%	49,286 $1.92 Million
Q1 2021 Apr 19, 2021	BUY	$36.57 - $40.29 $209,180 - $230,458	5,720 Added 48.66%	17,475 $685,000
Q4 2020 Jan 26, 2021	BUY	$29.7 - $37.47 $73,863 - $93,187	2,487 Added 26.83%	11,755 $438,000
Q3 2020 Oct 28, 2020	BUY	$29.42 - $33.38 $272,664 - $309,365	9,268 New	9,268 $279,000

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