Heritage Family Offices, LLP Ishares Core S&P Mid Cap ETF Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
A detailed history of Heritage Family Offices, LLP transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 5,520 shares of IJH stock, worth $331,420. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,520
Previous 5,516
0.07%
Holding current value
$331,420
Previous $344 Million
6.3%
% of portfolio
0.16%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding IJH
# of Institutions
2,671Shares Held
1.17BCall Options Held
634KPut Options Held
150K-
Northwestern Mutual Wealth Management CO114MShares$6.85 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC69.5MShares$4.17 Billion0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA50.2MShares$3.01 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL37.6MShares$2.26 Billion0.85% of portfolio
-
Morgan Stanley New York, NY36.9MShares$2.22 Billion0.16% of portfolio