Heartwood Wealth Advisors LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 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 708,473 shares of IBTG stock, worth $16.2 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
708,473
Previous 693,415 2.17%
Holding current value
$16.2 Million
Previous $15.9 Million 1.95%
% of portfolio
1.59%
Previous 1.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$22.88 - $22.95 $344,527 - $345,581
15,058 Added 2.17%
708,473 $16.2 Million
Q3 2025

Oct 06, 2025
BUY
$22.84 - $22.95 $15.8 Million - $15.9 Million
693,415 New
693,415 $15.9 Million

Others Institutions Holding IBTG

# of Institutions
311
Shares Held
79M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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