Heck Capital Advisors, LLC ISHARES TR Transaction History

Heck Capital Advisors, LLC

  • $1.16 Trillion
  • Q2 2025
Number of Shares
5,897
Previous 4,516 30.58%
Holding current value
$203 Million
Previous $140 Million 45.1%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
N/A
1,381 Added 30.58%
5,897 $203 Million
Q1 2025

May 12, 2025
BUY
N/A
4,516 New
4,516 $140 Million
Q4 2024

May 13, 2025
SELL
N/A
-1,015 Reduced 22.48%
3,501 $110 Million
Q4 2024

Jan 23, 2025
BUY
N/A
3,501 New
3,501 $110 Million
Q3 2024

May 19, 2025
BUY
N/A
456 Added 20.21%
2,712 $87.3 Million
Q2 2024

May 19, 2025
BUY
N/A
167 Added 7.99%
2,256 $67.9 Million
Q1 2024

May 19, 2025
SELL
N/A
-2,427 Reduced 53.74%
2,089 $61.5 Million
Q4 2022

May 19, 2025
SELL
N/A
-2,089 Closed
0 $0
Q3 2022

May 19, 2025
SELL
N/A
-2,427 Reduced 53.74%
2,089 $61.5 Million
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