Heck Capital Advisors, LLC
Position in ITDI — iShares LifePath Target Date 2065 ETF
CIK 2046227
Rhinelander, WI
All Filings in ITDI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ITDI | $352,615 | 9,525 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 ITDI | $306,307 | 8,143 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 ITDI | $250,636 | 6,763 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 ITDI | $203,328 | 5,897 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 ITDI | $140,135 | 4,516 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 ITDI | $109,791 | 3,501 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 ITDI | $87,280 | 2,712 | Shares | Sole | 2025-05-19 | |
| 2024-06-30 ITDI | $67,928 | 2,256 | Shares | Sole | 2025-05-19 | |
| 2024-03-31 ITDI | $61,546 | 2,089 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||