Heritage Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History
Heritage Wealth Advisors
- $2.03 Billion
- Q2 2025
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 $24,500. This represents 0.0% of its overall portfolio holdings.
Number of Shares
208
Previous 208
-0.0%
Holding current value
$24,500
Previous $21,000
4.76%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,844Shares Held
545MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio