Heritage Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 208 shares of IJR stock, worth $24,354. This represents 0.0% of its overall portfolio holdings.
Number of Shares
208
Previous 150
38.67%
Holding current value
$24,354
Previous $17,000
35.29%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio