Heritage Financial Services, LLC Ishares Tr Russell 1000 ETF Transaction History
Heritage Financial Services, LLC
- $653 Million
- Q1 2024
A detailed history of Heritage Financial Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,766 shares of IWB stock, worth $535,150. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,766
Previous 2,299
23.18%
Holding current value
$535,150
Previous $602,000
15.61%
% of portfolio
0.08%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,295Shares Held
95.6MCall Options Held
61.3KPut Options Held
158K-
Jones Financial Companies Lllp8.56MShares$2.59 Billion3.36% of portfolio
-
Envestnet Asset Management Inc4.81MShares$1.46 Billion0.53% of portfolio
-
Black Rock Inc. New York, NY4.42MShares$1.34 Billion0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.6MShares$1.09 Billion0.1% of portfolio
-
M&T Bank Corp3.21MShares$972 Million3.23% of portfolio