Heartwood Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,003 shares of ITOT stock, worth $390,540. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,003
Previous 3,003
-0.0%
Holding current value
$390,540
Previous $356,000
5.9%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding ITOT
# of Institutions
1,380Shares Held
303MCall Options Held
58.9KPut Options Held
20K-
Wells Fargo & Company San Francisco, CA55.1MShares$7.16 Billion1.59% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.34 Billion0.13% of portfolio
-
Betterment LLC New York, NY12.1MShares$1.58 Billion3.66% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.92MShares$1.16 Billion0.39% of portfolio