Heritage Investment Group, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Heritage Investment Group, Inc.
- $728 Million
- Q2 2024
A detailed history of Heritage Investment Group, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 122,405 shares of IJR stock, worth $14.4 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
122,405
Previous 114,882
6.55%
Holding current value
$14.4 Million
Previous $12.7 Million
2.83%
% of portfolio
1.79%
Previous 1.72%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,437Shares Held
479MCall Options Held
625KPut Options Held
577K-
Northwestern Mutual Wealth Management CO33.8MShares$3.97 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.62 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.26 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.96 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.53 Billion0.79% of portfolio