Heartwood Wealth Advisors LLC's ownership history for IJT

Heartwood Wealth Advisors LLC currently holds 190.0K shares with a market value of $27.5M. It started holding IJT on 2024-09-30. At its peak, it held 190.0K shares on 2026-03-31. Its highest holding value was $27.5M on 2026-03-31. 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 16.9K. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 24.0K.