Heritage Family Offices, LLP BLACKROCK ETF TRUST II Transaction History

Heritage Family Offices, LLP

  • $198 Billion
  • Q2 2025
Number of Shares
16,187
Previous 16,137 0.31%
Holding current value
$838 Million
Previous $836 Million 0.25%
% of portfolio
0.42%
Previous 0.43%

Shares

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