Heritage Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History
Heritage Wealth Management, Inc.
- $298 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 910 shares of IVV stock, worth $515,242. This represents 0.17% of its overall portfolio holdings.
Number of Shares
910Holding current value
$515,242% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$37.6 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.4 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.1 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.7 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.3 Billion0.94% of portfolio