A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 34,332 shares of IJR stock, worth $4.24 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
34,332
Previous 35,395 3.0%
Holding current value
$4.24 Million
Previous $3.78 Billion 6.36%
% of portfolio
2.33%
Previous 2.35%

Shares

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

Oct 30, 2024

SELL
$105.53 - $118.34 $112,178 - $125,795
-1,063 Reduced 3.0%
34,332 $4.02 Billion
Q2 2024

Jul 30, 2024

SELL
$102.13 - $110.88 $263,086 - $285,626
-2,576 Reduced 6.78%
35,395 $3.78 Billion
Q1 2024

Apr 25, 2024

SELL
$102.35 - $110.52 $101,428 - $109,525
-991 Reduced 2.54%
37,971 $4.2 Billion
Q4 2023

Jan 24, 2024

BUY
$87.61 - $110.11 $390,039 - $490,209
4,452 Added 12.9%
38,962 $4.22 Billion
Q3 2023

Nov 07, 2023

SELL
$92.9 - $105.16 $64,844 - $73,401
-698 Reduced 1.98%
34,510 $3.26 Billion
Q2 2023

Aug 02, 2023

SELL
$91.14 - $99.81 $138,806 - $152,010
-1,523 Reduced 4.15%
35,208 $3.51 Billion
Q1 2023

May 02, 2023

SELL
$92.27 - $107.68 $33,032 - $38,549
-358 Reduced 0.97%
36,731 $3.55 Billion
Q4 2022

Feb 23, 2023

BUY
$89.09 - $102.13 $3.3 Million - $3.79 Million
37,089 New
37,089 $3.51 Billion

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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