Heartwood Wealth Advisors LLC's ownership history for IYE

Heartwood Wealth Advisors LLC currently holds 16.0K shares with a market value of $761.2K. It started holding IYE on 2024-09-30. At its peak, it held 26.7K shares on 2024-09-30. Its highest holding value was $1.2M on 2024-09-30. At its lowest, it held 15.4K shares on 2025-03-31, with a value of $699.6K on 2025-06-30. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 589. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 10.7K.