Heritage Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 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 150 shares of IJR stock, worth $17,766. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150

Previous 125 20.0%

Holding current value

$17,766

Previous $13,000 30.77%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$105.53 - $118.34 $2,638 - $2,958	25 Added 20.0%	150 $17,000
Q1 2024 Dec 12, 2024	SELL	$102.35 - $110.52 $203,369 - $219,603	-1,987 Reduced 94.08%	125 $13,000
Q1 2024 May 08, 2024	SELL	$102.35 - $110.52 $203,369 - $219,603	-1,987 Reduced 94.08%	125 $13,000
Q4 2023 Dec 12, 2024	BUY	$87.61 - $110.11 $156,646 - $196,876	1,788 Added 551.85%	2,112 $228,000
Q4 2023 Feb 09, 2024	BUY	$87.61 - $110.11 $156,646 - $196,876	1,788 Added 551.85%	2,112 $228,000
Q2 2023 Dec 12, 2024	BUY	$91.14 - $99.81 $15,858 - $17,366	174 Added 116.0%	324 $32,000
Q2 2023 Aug 09, 2023	BUY	$91.14 - $99.81 $11,301 - $12,376	124 Added 62.0%	324 $32,000
Q1 2023 May 04, 2023	BUY	$92.27 - $107.68 $18,454 - $21,536	200 New	200 $19,000
Q1 2020 May 05, 2020	SELL	$49.11 - $85.52 $15,911 - $27,708	-324 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$84.33 - $90.31 $27,322 - $29,260	324 New	324 $28,000

Others Institutions Holding IJR

# of Institutions

2,637

Shares Held

504M

Call Options Held

1.03M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History