Heritage Wealth Advisors Ishares S&P Midcap 400 Value E Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Heritage Wealth Advisors holds 37,748 shares of IJJ stock, worth $4.61 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
37,748
Previous 37,748
-0.0%
Holding current value
$4.61 Million
Previous $4.67 Million
1.07%
% of portfolio
0.24%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
889Shares Held
43MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY4.06MShares$496 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.58MShares$437 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$286 Million0.03% of portfolio
-
Ubs Group Ag2.15MShares$263 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.86MShares$228 Million0.08% of portfolio