Heritage Investment Group, Inc. Ishares Tr Russell 1000 ETF Transaction History

Heritage Investment Group, Inc.

  • $728 Million
  • Q2 2024

A detailed history of Heritage Investment Group, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 33,622 shares of IWB stock, worth $10.6 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
33,622
Previous 34,431 2.35%
Holding current value
$10.6 Million
Previous $9.92 Million 0.87%
% of portfolio
1.37%
Previous 1.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$272.21 - $298.72 $220,217 - $241,664
-809 Reduced 2.35%
33,622 $10 Million
Q1 2024

May 02, 2024
SELL
$257.46 - $288.1 $217,811 - $243,732
-846 Reduced 2.4%
34,431 $9.92 Million
Q4 2023

Feb 01, 2024
SELL
$225.16 - $263.17 $1.14 Million - $1.33 Million
-5,046 Reduced 12.51%
35,277 $9.25 Million
Q3 2023

Nov 03, 2023
SELL
$234.05 - $252.17 $3.32 Million - $3.58 Million
-14,182 Reduced 26.02%
40,323 $9.47 Million
Q2 2023

Jul 17, 2023
SELL
$221.85 - $243.74 $80,975 - $88,965
-365 Reduced 0.67%
54,505 $13.3 Million
Q1 2023

May 02, 2023
SELL
$208.78 - $230.55 $543,663 - $600,352
-2,604 Reduced 4.53%
54,870 $12.4 Million
Q4 2022

Feb 06, 2023
BUY
$196.94 - $224.49 $878,352 - $1 Million
4,460 Added 8.41%
57,474 $12.1 Million
Q3 2022

Nov 07, 2022
BUY
$197.33 - $237.63 $1.94 Million - $2.34 Million
9,828 Added 22.76%
53,014 $10.5 Million
Q2 2022

Aug 02, 2022
BUY
$201.03 - $253.2 $5.7 Million - $7.18 Million
28,366 Added 191.4%
43,186 $8.97 Million
Q1 2022

May 03, 2022
BUY
$230.48 - $266.11 $3.42 Million - $3.94 Million
14,820 New
14,820 $3.71 Million

Others Institutions Holding IWB

# of Institutions
1,340
Shares Held
92.5M
Call Options Held
56.9K
Put Options Held
46.1K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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