Heartwood Wealth Advisors LLC's ownership history for IJJ

Heartwood Wealth Advisors LLC currently holds 2.9K shares with a market value of $379.8K. It started holding IJJ on 2024-09-30. At its peak, it held 3.2K shares on 2024-09-30. Its highest holding value was $397.4K on 2024-12-31. At its lowest, it held 2.9K shares on 2025-06-30, with a value of $361.8K on 2025-06-30. In the recent 180 days, Heartwood Wealth Advisors LLC has decreased its shares by 248. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 252.