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 $338,761. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,288
Previous 2,288 -0.0%
Holding current value
$338,761
Previous $293,000 8.87%
% of portfolio
0.02%
Previous 0.01%

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
$100.74 - $123.41 $100,740 - $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

About ISHARES S&P SMALL CAP 600 GROW


  • Ticker IJT
  • Sector ETFs
  • Industry ETFs
More about IJT
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

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.