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

Heartwood Wealth Advisors LLC

$879 Million
Q4 2024

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 172,490 shares of IJT stock, worth $24.3 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares

172,490

Previous 170,804 0.99%

Holding current value

$24.3 Million

Previous $23.8 Million 2.0%

% of portfolio

2.66%

Previous 2.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

770

Shares Held

30.6M

Call Options Held

9.6K

Put Options Held

5.7K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

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