Heritage Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 1,776 shares of IJR stock, worth $185,130. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,776
Previous 1,771
0.28%
Holding current value
$185,130
Previous $207 Million
1.21%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,828Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.97 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.34 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.89 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.79 Billion0.46% of portfolio