Heritage Wealth Advisors Ishares Tr Transaction History

Heritage Wealth Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 12, 2024	SELL	$49.48 - $57.6 $12,370 - $14,400	-250 Reduced 66.49%	126 $6,000
Q3 2023 Nov 08, 2023	SELL	$49.48 - $57.6 $12,370 - $14,400	-250 Reduced 66.49%	126 $6,000
Q2 2023 Dec 12, 2024	BUY	$51.82 - $55.73 $19,484 - $20,954	376 New	376 $20,000
Q1 2023 May 04, 2023	BUY	$51.21 - $61.91 $12,802 - $15,477	250 Added 198.41%	376 $20,000
Q4 2022 Dec 12, 2024	BUY	$50.15 - $58.03 $6,318 - $7,311	126 New	126 $6,000
Q4 2022 Feb 06, 2023	BUY	$50.15 - $58.03 $6,318 - $7,311	126 New	126 $6,000

382

22.1M

31.4K

3.9K

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