Heritage Wealth Advisors Ishares S&P Small Cap 600 Grow Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,288 shares of IJT stock, worth $311,190. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,288
Previous 2,477 7.63%
Holding current value
$311,190
Previous $309,000 3.24%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$119.97 - $130.73 $22,674 - $24,707
-189 Reduced 7.63%
2,288 $299,000
Q4 2023

Feb 09, 2024
BUY
$103.08 - $127.26 $19,482 - $24,052
189 Added 8.26%
2,477 $309,000
Q3 2022

Nov 10, 2022
SELL
$102.52 - $123.41 $102,520 - $123,410
-1,000 Reduced 30.41%
2,288 $233,000
Q2 2022

Aug 04, 2022
BUY
$101.11 - $126.58 $52,981 - $66,327
524 Added 18.96%
3,288 $346,000
Q1 2022

May 11, 2022
BUY
$119.16 - $140.17 $210,198 - $247,259
1,764 Added 176.4%
2,764 $346,000
Q4 2020

Feb 01, 2021
BUY
$89.39 - $115.31 $44,695 - $57,655
500 Added 100.0%
1,000 $114,000
Q3 2020

Nov 03, 2020
BUY
$82.72 - $94.57 $41,360 - $47,285
500 New
500 $44,000

Others Institutions Holding IJT

# of Institutions
716
Shares Held
25.2M
Call Options Held
18.9K
Put Options Held
9.9K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

IJT Quotes by TradingView
  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
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