Heritage Wealth Management, Inc. /Ca/ Ishares Tr Transaction History

Heritage Wealth Management, Inc. /Ca/

$150 Billion
Q2 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 23,318 shares of HYG stock, worth $1.88 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

23,318

Previous 22,253 4.79%

Holding current value

$1.88 Million

Previous $1.76 Billion 7.13%

% of portfolio

1.25%

Previous 1.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$75.75 - $80.65 $80,673 - $85,892	1,065 Added 4.79%	23,318 $1.88 Billion
Q1 2025 Apr 30, 2025	BUY	$78.51 - $80.11 $12,483 - $12,737	159 Added 0.72%	22,253 $1.76 Billion
Q4 2024 Feb 11, 2025	BUY	$78.09 - $80.04 $596,841 - $611,745	7,643 Added 52.89%	22,094 $1.74 Billion
Q3 2024 Oct 18, 2024	BUY	$76.72 - $80.36 $843 - $883	11 Added 0.08%	14,451 $1.16 Billion
Q2 2024 Jul 25, 2024	BUY	$75.68 - $77.45 $89,529 - $91,623	1,183 Added 8.92%	14,440 $1.11 Billion
Q1 2024 May 06, 2024	BUY	$76.57 - $77.9 $60,184 - $61,229	786 Added 6.3%	13,257 $1.03 Billion
Q4 2023 Feb 14, 2024	BUY	$71.78 - $77.94 $895,168 - $971,989	12,471 New	12,471 $965 Million

Others Institutions Holding HYG

# of Institutions

1,181

Shares Held

259M

Call Options Held

88.4M

Put Options Held

488M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

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Heritage Wealth Management, Inc. /Ca/ Ishares Tr Transaction History