Heritage Family Offices, LLP Ishares Core S&P Sm Cap ETF Transaction History

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024

A detailed history of Heritage Family Offices, LLP transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,931 shares of IJR stock, worth $366,052. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,931
Previous 2,970 1.31%
Holding current value
$366,052
Previous $317 Million 8.2%
% of portfolio
0.18%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$105.53 - $118.34 $4,115 - $4,615
-39 Reduced 1.31%
2,931 $343 Million
Q2 2024

Aug 01, 2024
BUY
$102.13 - $110.88 $303,326 - $329,313
2,970 New
2,970 $317 Million

Others Institutions Holding IJR

# of Institutions
2,566
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email