A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 870 shares of OEF stock, worth $231,446. This represents 0.17% of its overall portfolio holdings.

Number of Shares
870
Previous 870 -0.0%
Holding current value
$231,446
Previous $230 Million 4.71%
% of portfolio
0.17%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$234.68 - $265.99 $5,867 - $6,649
-25 Reduced 2.79%
870 $230 Million
Q1 2024

May 06, 2024

BUY
$219.81 - $247.98 $196,729 - $221,942
895 New
895 $221 Million

Others Institutions Holding OEF

About ISHARES S&P 100 ETF


  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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