Heartwood Wealth Advisors LLC Ishare Morningstar Mid Cap Gro Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,141 shares of IMCG stock, worth $171,408. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,141Holding current value
$171,408% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IMCG
# of Institutions
402Shares Held
27.2MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC3.12MShares$250 Million2.19% of portfolio
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Lpl Financial LLC Fort Mill, SC2.29MShares$183 Million0.06% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.45MShares$116 Million0.03% of portfolio
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Morgan Stanley New York, NY1.04MShares$83.6 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1MShares$80.3 Million0.03% of portfolio