Heritage Financial Services, LLC Ishares S&P Smallcap 600 Value Transaction History

Heritage Financial Services, LLC

  • $653 Million
  • Q1 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,126 shares of IJS stock, worth $203,692. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,126
Holding current value
$203,692
% of portfolio
0.03%

Shares

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

May 14, 2024
BUY
$95.88 - $102.78 $203,840 - $218,510
2,126 New
2,126 $218,000
Q2 2022

Jul 19, 2022
BUY
N/A
50 New
50 $4,000

Others Institutions Holding IJS

# of Institutions
810
Shares Held
42.2M
Call Options Held
38.3K
Put Options Held
16K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
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