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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$113.92 - $127.38 $569 - $636
5 Added 0.28%
1,776 $205 Million
Q3 2024

Oct 31, 2024
BUY
$105.53 - $118.34 $186,893 - $209,580
1,771 New
1,771 $207 Million

Others Institutions Holding IJR

# of Institutions
2,828
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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