Heritage Financial Services, LLC Ishares S&P Midcap 400 Growth 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 Growth stock. As of the latest transaction made, Heritage Financial Services, LLC holds 3,040 shares of IJK stock, worth $265,696. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,040Holding current value
$265,696% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IJK
# of Institutions
866Shares Held
70.7MCall Options Held
3.3KPut Options Held
200-
Wells Fargo & Company San Francisco, CA7.26MShares$634 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.67MShares$583 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC3.53MShares$309 Million0.03% of portfolio
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Goldman Sachs Group Inc New York, NY3.4MShares$297 Million0.06% of portfolio
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Main Management ETF Advisors, LLC San Francisco, CA2.88MShares$252 Million13.98% of portfolio