Heartwood Wealth Advisors LLC's ownership history for IJT

Heartwood Wealth Advisors LLC currently holds 173.1K shares with a market value of $24.5M. It started holding IJT on 2024-09-30. At its peak, it held 173.1K shares on 2025-09-30. Its highest holding value was $24.5M on 2025-09-30. At its lowest, it held 166.0K shares on 2025-03-31, with a value of $20.7M on 2025-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 7.1K. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 2.3K.