Heritage Wealth Management, Inc. Ishares Tr Transaction History

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 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 2,020 shares of ITB stock, worth $198,586. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,020
Previous 2,020 -0.0%
Holding current value
$198,586
Previous $257 Million 18.65%
% of portfolio
0.07%
Previous 0.08%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$97.52 - $128.64 $196,990 - $259,852
2,020 New
2,020 $257 Million

Others Institutions Holding ITB

# of Institutions
420
Shares Held
21.4M
Call Options Held
2.11M
Put Options Held
6.77M
View Full List

About ISHARES TR

ITB Quotes by TradingView
  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email