Heartwood Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,135 shares of IWM stock, worth $900,603. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,135
Previous 4,135
-0.0%
Holding current value
$900,603
Previous $913,000
-0.0%
% of portfolio
0.1%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding IWM
# of Institutions
2,930Shares Held
302MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$7.22 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$4.26 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$4.17 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.62 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.95 Billion0.04% of portfolio