Heartwood Wealth Advisors LLC's ownership history for IBMP

Heartwood Wealth Advisors LLC currently holds 636.6K shares with a market value of $16.2M. It started holding IBMP on 2024-09-30. At its peak, it held 771.3K shares on 2025-09-30. Its highest holding value was $19.7M on 2025-09-30. At its lowest, it held 636.6K shares on 2026-03-31, with a value of $16.2M on 2026-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has decreased its shares by 134.8K. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 116.9K.