Heartwood Wealth Advisors LLC Ishares Russell 2000 Gwt ETF Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 985 shares of IWO stock, worth $307,438. This represents 0.03% of its overall portfolio holdings.

Number of Shares
985
Previous 985 -0.0%
Holding current value
$307,438
Previous $315,000 2.54%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$254.58 - $302.92 $39,205 - $46,649
154 Added 18.53%
985 $251,000
Q1 2024

Apr 02, 2024
BUY
$239.5 - $270.8 $2,874 - $3,249
12 Added 1.47%
831 $225,000
Q4 2023

Jan 17, 2024
BUY
$204.07 - $257.57 $167,133 - $210,949
819 New
819 $206,000

Others Institutions Holding IWO

# of Institutions
1,168
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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