Heritage Family Offices, LLP BLACKROCK ETF TRUST II Transaction History

Heritage Family Offices, LLP

  • $215 Billion
  • Q3 2025
Number of Shares
18,517
Previous 16,187 14.39%
Holding current value
$962 Million
Previous $838 Million 14.87%
% of portfolio
0.45%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
N/A
2,330 Added 14.39%
18,517 $962 Million
Q2 2025

Jul 09, 2025
BUY
N/A
50 Added 0.31%
16,187 $838 Million
Q1 2025

Apr 10, 2025
SELL
N/A
-3,593 Reduced 18.21%
16,137 $836 Million
Q4 2024

Jan 14, 2025
BUY
N/A
2,105 Added 11.94%
19,730 $1.02 Billion
Q3 2024

Oct 16, 2024
SELL
N/A
-204 Reduced 1.14%
17,625 $916 Million
Q2 2024

Aug 01, 2024
BUY
N/A
17,829 New
17,829 $926 Million
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