Heartwood Wealth Advisors LLC Ishares Tr Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q3 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 150 shares of IYG stock, worth $13,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150

Holding current value

$13,167

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 06, 2025	BUY	$85.16 - $90.57 $12,774 - $13,585	150 New	150 $13,000

Others Institutions Holding IYG

# of Institutions

293

Shares Held

14.3M

Call Options Held

4.9K

Put Options Held

10.2K

River Front Investment Group, LLC Richmond, VA

1.44M
Shares

$126 Million
2.36% of portfolio
Envestnet Asset Management Inc

1.32M
Shares

$116 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$94.4 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.05M
Shares

$92.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$49.3 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

More about IYG

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Heartwood Wealth Advisors LLC Ishares Tr Transaction History