Heartwood Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,463 shares of IWD stock, worth $504,397. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,463
Previous 2,253 9.32%
Holding current value
$504,397
Previous $456,000 10.53%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jan 12, 2026
BUY
$199.44 - $208.01 $41,882 - $43,682
210 Added 9.32%
2,463 $504,000
Q2 2025

Jul 08, 2025
SELL
$166.82 - $194.23 $10,676 - $12,430
-64 Reduced 2.76%
2,253 $437,000
Q1 2025

Apr 21, 2025
SELL
$182.82 - $196.21 $1,645 - $1,765
-9 Reduced 0.39%
2,317 $435,000
Q3 2024

Oct 07, 2024
SELL
$173.36 - $189.8 $10,748 - $11,767
-62 Reduced 2.6%
2,326 $441,000
Q1 2024

Apr 02, 2024
SELL
$161.84 - $179.11 $11,652 - $12,895
-72 Reduced 2.93%
2,388 $427,000
Q3 2023

Oct 17, 2023
BUY
$151.73 - $163.56 $373,255 - $402,357
2,460 New
2,460 $373,000

Others Institutions Holding IWD

# of Institutions
2,019
Shares Held
266M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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