Heritage Wealth Management, Inc./Texas Ishares Core S&P Mid Cap ETF Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 49,651 shares of IJH stock, worth $3.08 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
49,651
Previous 50,982
2.61%
Holding current value
$3.08 Million
Previous $3.1 Billion
6.17%
% of portfolio
1.81%
Previous 2.01%
Shares
7 transactions
Others Institutions Holding IJH
# of Institutions
2,362Shares Held
1.02BCall Options Held
716KPut Options Held
43.2K-
Northwestern Mutual Wealth Management CO100MShares$6.24 Billion5.81% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.98 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA48.7MShares$3.03 Billion0.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.1MShares$2.49 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY39.5MShares$2.45 Billion0.2% of portfolio