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

Heartwood Wealth Advisors LLC

$830 Million
Q1 2025

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 166,044 shares of IJT stock, worth $19.4 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

166,044

Previous 172,490 3.74%

Holding current value

$19.4 Million

Previous $23.3 Million 11.47%

% of portfolio

2.49%

Previous 2.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$121.0 - $142.28 $779,966 - $917,136	-6,446 Reduced 3.74%	166,044 $20.7 Million
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

808

Shares Held

28M

Call Options Held

9.9K

Put Options Held

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

More about IJT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Account

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