Heritage Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Heritage Wealth Partners, LLC

  • $79.7 Billion
  • Q4 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 1,805 shares of IJR stock, worth $212,665. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,805
Previous 1,788 0.95%
Holding current value
$212,665
Previous $209 Million 0.54%
% of portfolio
0.26%
Previous 0.25%

Shares

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

Jan 13, 2025
BUY
$113.92 - $127.38 $1,936 - $2,165
17 Added 0.95%
1,805 $208 Million
Q3 2024

Oct 08, 2024
BUY
$105.53 - $118.34 $188,687 - $211,591
1,788 New
1,788 $209 Million
Q4 2023

Jan 19, 2024
BUY
$87.61 - $110.11 $168,474 - $211,741
1,923 New
1,923 $208 Million

Others Institutions Holding IJR

# of Institutions
2,807
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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