Heritage Financial Services, LLC Ishares Russell 3000 ETF Transaction History
Heritage Financial Services, LLC
- $678 Million
- Q2 2024
A detailed history of Heritage Financial Services, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 6,981 shares of IWV stock, worth $2.26 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,981
Previous 6,981
-0.0%
Holding current value
$2.26 Million
Previous $2.09 Million
2.87%
% of portfolio
0.32%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding IWV
# of Institutions
833Shares Held
26.4MCall Options Held
18.7KPut Options Held
4.9K-
Scs Capital Management LLC Boston, MA2.04MShares$661 Million13.21% of portfolio
-
Morgan Stanley New York, NY1.22MShares$394 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.08MShares$349 Million0.06% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$335 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$302 Million0.03% of portfolio