Heartwood Wealth Advisors LLC's ownership history for IBMP

Heartwood Wealth Advisors LLC currently holds 767.9K shares with a market value of $19.5M. 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 703.7K shares on 2024-09-30, with a value of $17.8M on 2024-12-31. In the recent 180 days, Heartwood Wealth Advisors LLC has increased its shares by 14.1K. In the recent year, Heartwood Wealth Advisors LLC has increased its shares by 58.9K.