Heritage Wealth Management, Inc. Ishares Tr Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 17,850 shares of IAT stock, worth $892,857. This represents 0.28% of its overall portfolio holdings.
Number of Shares
17,850
Previous 17,850
-0.0%
Holding current value
$892,857
Previous $728 Million
16.52%
% of portfolio
0.28%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding IAT
# of Institutions
174Shares Held
4.99MCall Options Held
149KPut Options Held
240K-
Bank Of America Corp Charlotte, NC502KShares$25.1 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY365KShares$18.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY273KShares$13.6 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6267KShares$13.4 Million0.0% of portfolio
-
Us Bancorp \De\241KShares$12 Million0.01% of portfolio