Heritage Family Offices, LLP BLACKROCK ETF TRUST II Transaction History

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025
Number of Shares
16,137
Previous 19,730 18.21%
Holding current value
$836 Million
Previous $1.02 Billion 18.2%
% of portfolio
0.43%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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