Heritage Financial Services, LLC Ishares S&P Midcap 400 Value E Transaction History
Heritage Financial Services, LLC
- $653 Million
- Q1 2024
A detailed history of Heritage Financial Services, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,940 shares of IJJ stock, worth $217,454. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,940Holding current value
$217,454% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
771Shares Held
41.5MCall Options Held
4.1KPut Options Held
0-
Morgan Stanley New York, NY4.05MShares$454 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.79MShares$425 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC2.47MShares$277 Million0.03% of portfolio
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Ubs Group Ag1.94MShares$217 Million0.06% of portfolio
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Envestnet Asset Management Inc1.72MShares$193 Million0.08% of portfolio