Heritage Financial Services, LLC Ishares S&P Midcap 400 Value E Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 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 $258,718. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,940
Previous 1,940 -0.0%
Holding current value
$258,718
Previous $220,000 8.64%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 14, 2024
BUY
$109.27 - $118.29 $211,983 - $229,482
1,940 New
1,940 $229,000

Others Institutions Holding IJJ

# of Institutions
812
Shares Held
40.8M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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