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

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 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 175,275 shares of IJT stock, worth $24.1 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
175,275
Previous 173,117 1.25%
Holding current value
$24.1 Million
Previous $24.5 Million 1.62%
% of portfolio
2.36%
Previous 2.4%

Shares

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

Jan 12, 2026
BUY
$136.54 - $144.07 $294,653 - $310,903
2,158 Added 1.25%
175,275 $24.1 Million
Q3 2025

Oct 06, 2025
BUY
$131.47 - $143.64 $624,088 - $681,859
4,747 Added 2.82%
173,117 $24.5 Million
Q2 2025

Jul 08, 2025
BUY
$108.87 - $133.04 $253,231 - $309,451
2,326 Added 1.4%
168,370 $22.4 Million
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
822
Shares Held
27.3M
Call Options Held
8.2K
Put Options Held
4K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

IJT Quotes by TradingView
  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email