Heritage Financial Services, LLC Ishares S&P Small Cap 600 Grow Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,654 shares of IJT stock, worth $227,904. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,654
Previous 1,670 0.96%
Holding current value
$227,904
Previous $214,000 7.48%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$127.29 - $141.5 $2,036 - $2,264
-16 Reduced 0.96%
1,654 $230,000
Q1 2024

May 14, 2024
BUY
$119.97 - $130.73 $200,349 - $218,319
1,670 New
1,670 $218,000
Q2 2022

Jul 19, 2022
BUY
$101.11 - $126.58 $4,044 - $5,063
40 New
40 $4,000

Others Institutions Holding IJT

# of Institutions
759
Shares Held
30.7M
Call Options Held
9.6K
Put Options Held
5.7K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

IJT Quotes by TradingView
  • Ticker IJT
  • Sector ETFs
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More about IJT
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