Heritage Wealth Advisors Ishares Tr Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,678,531 shares of IEFA stock, worth $130 Million. This represents 5.64% of its overall portfolio holdings.

Number of Shares

1,678,531

Previous 1,663,818 0.88%

Holding current value

$130 Million

Previous $123 Million 1.26%

% of portfolio

5.64%

Previous 4.55%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$70.77 - $76.19 $1.04 Million - $1.12 Million	14,713 Added 0.88%	1,678,531 $122 Million
Q1 2024 May 08, 2024	BUY	$68.14 - $74.43 $1.09 Million - $1.19 Million	15,987 Added 0.97%	1,663,818 $123 Million
Q4 2023 Feb 09, 2024	SELL	$61.3 - $70.47 $192,114 - $220,852	-3,134 Reduced 0.19%	1,647,831 $116 Million
Q3 2023 Nov 08, 2023	BUY	$64.04 - $69.58 $562,911 - $611,608	8,790 Added 0.54%	1,650,965 $106 Million
Q2 2023 Aug 09, 2023	SELL	$66.03 - $69.1 $1.04 Million - $1.09 Million	-15,715 Reduced 0.95%	1,642,175 $111 Million
Q1 2023 May 04, 2023	BUY	$62.17 - $67.7 $1.32 Million - $1.43 Million	21,154 Added 1.29%	1,657,890 $111 Million
Q4 2022 Feb 06, 2023	BUY	$52.35 - $63.65 $2.38 Million - $2.89 Million	45,388 Added 2.85%	1,636,736 $101 Million
Q3 2022 Nov 10, 2022	BUY	$52.32 - $63.1 $1.99 Million - $2.4 Million	38,069 Added 2.45%	1,591,348 $83.8 Million
Q2 2022 Aug 04, 2022	SELL	$57.91 - $70.46 $6.59 Million - $8.01 Million	-113,718 Reduced 6.82%	1,553,279 $91.4 Million
Q1 2022 May 11, 2022	BUY	$63.26 - $75.48 $54 Million - $64.4 Million	853,544 Added 104.93%	1,666,997 $116 Million
Q4 2021 Feb 02, 2022	BUY	$72.36 - $77.76 $3.85 Million - $4.13 Million	53,138 Added 6.99%	813,453 $60.7 Million
Q3 2021 Nov 02, 2021	BUY	$72.98 - $78.2 $2.77 Million - $2.97 Million	37,987 Added 5.26%	760,315 $56.5 Million
Q2 2021 Aug 09, 2021	BUY	$73.11 - $77.88 $18 Million - $19.2 Million	246,100 Added 51.68%	722,328 $54.1 Million
Q2 2021 Jul 27, 2021	SELL	$73.11 - $77.88 $4.35 Million - $4.63 Million	-59,482 Reduced 11.1%	476,228 $32.9 Million
Q1 2021 Apr 27, 2021	BUY	$68.58 - $73.12 $4.08 Million - $4.35 Million	59,482 Added 12.49%	535,710 $38.6 Million
Q4 2020 Feb 01, 2021	SELL	$58.13 - $69.71 $31,564 - $37,852	-543 Reduced 0.11%	476,228 $32.9 Million
Q3 2020 Nov 03, 2020	SELL	$57.43 - $62.28 $445,082 - $482,670	-7,750 Reduced 1.6%	476,771 $28.7 Million
Q2 2020 Jul 17, 2020	BUY	$47.43 - $60.75 $22.6 Million - $28.9 Million	476,039 Added 5612.34%	484,521 $27.7 Million
Q2 2020 Jul 17, 2020	SELL	$47.43 - $60.75 $26.3 Million - $33.6 Million	-553,684 Reduced 98.49%	8,482 $27.7 Million
Q1 2020 May 05, 2020	SELL	$43.31 - $66.12 $886,122 - $1.35 Million	-20,460 Reduced 3.51%	562,166 $28 Million
Q4 2019 Feb 04, 2020	BUY	$59.36 - $65.51 $2.23 Million - $2.46 Million	37,527 Added 6.88%	582,626 $38 Million
Q3 2019 Oct 30, 2019	BUY	$57.44 - $62.42 $1.26 Million - $1.37 Million	21,902 Added 4.19%	545,099 $33.3 Million
Q2 2019 Aug 05, 2019	BUY	$59.39 - $62.73 $718,619 - $759,033	12,100 Added 2.37%	523,197 $0
Q1 2019 May 06, 2019	BUY	$54.44 - $61.46 $1.62 Million - $1.83 Million	29,706 Added 6.17%	511,097 $0
Q4 2018 Jan 28, 2019	BUY	$53.06 - $64.19 $24.7 Million - $29.9 Million	466,087 Added 3045.52%	481,391 $26.5 Million
Q3 2018 Nov 14, 2018	BUY	$61.82 - $65.16 $486,647 - $512,939	7,872 Added 105.92%	15,304 $980,000
Q2 2018 Jul 19, 2018	BUY	$62.74 - $67.79 $7,842 - $8,473	125 Added 1.71%	7,432 $470,000
Q1 2018 May 10, 2018	BUY	$64.18 - $70.84 $36,390 - $40,166	567 Added 8.41%	7,307 $482,000
Q3 2017 Nov 07, 2017	BUY	$62.19 - $64.17 $419,160 - $432,505	6,740	6,740 $433,000

Others Institutions Holding IEFA

# of Institutions

1,940

Shares Held

1.42B

Call Options Held

142K

Put Options Held

534K

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About ISHARES TR

Ticker IEFA
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Heritage Wealth Advisors Ishares Tr Transaction History