Heartwood Wealth Advisors LLC Ishares Tr Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 18,794 shares of IYE stock, worth $917,147. This represents 0.09% of its overall portfolio holdings.

Number of Shares
18,794
Previous 16,019 17.32%
Holding current value
$917,147
Previous $761,000 20.5%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Jan 12, 2026
BUY
$45.39 - $48.8 $125,957 - $135,420
2,775 Added 17.32%
18,794 $917,000
Q3 2025

Oct 06, 2025
BUY
$44.83 - $48.91 $24,522 - $26,753
547 Added 3.54%
16,019 $761,000
Q2 2025

Jul 08, 2025
BUY
$40.36 - $49.67 $1,695 - $2,086
42 Added 0.27%
15,472 $699,000
Q1 2025

Apr 21, 2025
SELL
$45.23 - $49.95 $510,872 - $564,185
-11,295 Reduced 42.26%
15,430 $760,000
Q3 2024

Oct 07, 2024
BUY
$44.44 - $49.18 $98,167 - $108,638
2,209 Added 9.01%
26,725 $1.24 Million
Q2 2024

Jul 09, 2024
BUY
$46.21 - $51.17 $3,650 - $4,042
79 Added 0.32%
24,516 $1.18 Million
Q1 2024

Apr 02, 2024
BUY
$41.9 - $49.4 $104,666 - $123,401
2,498 Added 11.39%
24,437 $1.21 Million
Q3 2023

Oct 17, 2023
BUY
$41.76 - $48.97 $19,919 - $23,358
477 Added 2.22%
21,939 $1.04 Million
Q2 2023

Jul 19, 2023
BUY
$40.39 - $45.87 $15,590 - $17,705
386 Added 1.83%
21,462 $919,000
Q1 2023

Apr 14, 2023
BUY
$40.63 - $49.07 $47,333 - $57,166
1,165 Added 5.85%
21,076 $922,000
Q4 2022

Jan 12, 2023
SELL
$41.43 - $50.5 $197,413 - $240,632
-4,765 Reduced 19.31%
19,911 $0
Q3 2022

Oct 25, 2022
BUY
$36.07 - $45.64 $56,197 - $71,107
1,558 Added 6.74%
24,676 $970,000
Q2 2022

Jul 25, 2022
BUY
$37.64 - $48.83 $8,770 - $11,377
233 Added 1.02%
23,118 $881,000
Q1 2022

Apr 26, 2022
SELL
$31.0 - $42.12 $222,456 - $302,253
-7,176 Reduced 23.87%
22,885 $936,000
Q4 2021

Jan 12, 2022
BUY
$28.79 - $32.36 $72,234 - $81,191
2,509 Added 9.11%
30,061 $905,000
Q3 2021

Oct 12, 2021
SELL
$24.81 - $29.6 $23,395 - $27,912
-943 Reduced 3.31%
27,552 $779,000
Q2 2021

Jul 21, 2021
BUY
$25.2 - $30.0 $182,095 - $216,780
7,226 Added 33.97%
28,495 $829,000
Q1 2021

Apr 19, 2021
BUY
$20.29 - $28.47 $95,525 - $134,036
4,708 Added 28.43%
21,269 $558,000
Q4 2020

Jan 26, 2021
BUY
$14.89 - $22.07 $24,925 - $36,945
1,674 Added 11.24%
16,561 $335,000
Q3 2020

Oct 28, 2020
BUY
$15.96 - $20.59 $33,962 - $43,815
2,128 Added 16.68%
14,887 $238,000
Q2 2020

Aug 05, 2020
BUY
$14.58 - $24.77 $186,026 - $316,040
12,759 New
12,759 $255,000

Others Institutions Holding IYE

# of Institutions
316
Shares Held
13.7M
Call Options Held
8.3K
Put Options Held
0
View Full List

About ISHARES TR

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