Heartwood Wealth Advisors LLC Ishares S&P Midcap 400 Growth Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 10,059 shares of IJK stock, worth $949,971. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,059
Previous 10,059 -0.0%
Holding current value
$949,971
Previous $969,000 2.06%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$81.62 - $96.63 $816 - $966
-10 Reduced 0.1%
10,059 $837,000
Q1 2024

Apr 02, 2024
SELL
$76.81 - $91.25 $2,841 - $3,376
-37 Reduced 0.37%
10,069 $918,000
Q4 2022

Jan 12, 2023
BUY
$63.9 - $72.95 $645,773 - $737,232
10,106 New
10,106 $0

Others Institutions Holding IJK

# of Institutions
1,001
Shares Held
64.6M
Call Options Held
6.5K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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