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 369 shares of IYH stock, worth $23,568. This represents 0.0% of its overall portfolio holdings.
Number of Shares
369Holding current value
$23,568% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IYH
# of Institutions
549Shares Held
23.6MCall Options Held
5.5KPut Options Held
4.4K-
Morgan Stanley New York, NY2.2MShares$141 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.51MShares$96.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.4MShares$89.1 Million0.03% of portfolio
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Ubs Group Ag1.24MShares$79.4 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.07MShares$68.1 Million0.04% of portfolio