Heritage Wealth Advisors Ishares S&P Smallcap 600 Value Transaction History
Heritage Wealth Advisors
- $2.72 Billion
- Q1 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Heritage Wealth Advisors holds 6,270 shares of IJS stock, worth $604,929. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,270
Previous 6,767
7.34%
Holding current value
$604,929
Previous $697,000
7.6%
% of portfolio
0.02%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IJS
# of Institutions
810Shares Held
42.2MCall Options Held
38.3KPut Options Held
16K-
Morgan Stanley New York, NY3.97MShares$383 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.93MShares$379 Million0.04% of portfolio
-
M&T Bank Corp1.55MShares$149 Million0.56% of portfolio
-
Regions Financial Corp1.44MShares$139 Million1.13% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$134 Million0.03% of portfolio