Heritage Family Offices, LLP Ishares Tr Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Tr stock. As of the latest transaction made, Heritage Family Offices, LLP holds 4,403 shares of MBB stock, worth $403,711. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,403
Previous 3,568
23.4%
Holding current value
$403,711
Previous $328 Million
28.78%
% of portfolio
0.22%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.8 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.18 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.52 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.76 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.67 Billion0.72% of portfolio