Heritage Wealth Management, Inc./Texas Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 778 shares of IVV stock, worth $422,741. This represents 0.27% of its overall portfolio holdings.
Number of Shares
778
Previous 1,484
47.57%
Holding current value
$422,741
Previous $780 Million
45.39%
% of portfolio
0.27%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
3,320Shares Held
658MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$36.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$19.6 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$15.4 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.2 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$11.8 Billion0.94% of portfolio