Heritage Financial Services, LLC Ishares Tr Transaction History

Heritage Financial Services, LLC

  • $653 Million
  • Q1 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,680 shares of DVY stock, worth $201,583. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,680
Holding current value
$201,583
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$113.31 - $123.18 $190,360 - $206,942
1,680 New
1,680 $206,000
Q4 2022

Jan 27, 2023
BUY
$117.33 - $125.5 $197,114 - $210,840
1,680 New
1,680 $0
Q4 2021

Aug 26, 2022
BUY
N/A
1,680 New
1,680 $205,000

Others Institutions Holding DVY

# of Institutions
1,310
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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

Track Heritage Financial Services, LLC Portfolio

Follow Heritage Financial Services, LLC 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 Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email