Heritage Wealth Advisors Ishares Tr Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Advisors holds 62 shares of ITA stock, worth $9,572. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 62 -0.0%

Holding current value

$9,572

Previous $8,000 12.5%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$119.3 - $131.93 $4,772 - $5,277	-40 Reduced 39.22%	62 $8,000
Q4 2023 Feb 09, 2024	SELL	$103.16 - $126.68 $6,189 - $7,600	-60 Reduced 37.04%	102 $12,000
Q3 2023 Nov 08, 2023	SELL	$105.4 - $118.17 $53,754 - $60,266	-510 Reduced 75.89%	162 $17,000
Q2 2023 Aug 09, 2023	BUY	$108.66 - $117.41 $71,172 - $76,903	655 Added 3852.94%	672 $78,000
Q1 2023 May 04, 2023	BUY	$108.43 - $117.74 $1,843 - $2,001	17 New	17 $1,000
Q1 2020 May 05, 2020	SELL	$58.76 - $119.9 $3,231 - $6,594	-55 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$107.34 - $116.85 $1,610 - $1,752	-15 Reduced 21.43%	55 $6,000
Q2 2019 Aug 05, 2019	BUY	$99.62 - $107.96 $1,494 - $1,619	15 Added 27.27%	70 $0
Q4 2018 Jan 28, 2019	SELL	$81.01 - $108.82 $6,075 - $8,161	-75 Reduced 57.69%	55 $9,000
Q3 2018 Nov 14, 2018	BUY	$96.46 - $108.81 $12,539 - $14,145	130 New	130 $28,000

Others Institutions Holding ITA

# of Institutions

699

Shares Held

18.6M

Call Options Held

309K

Put Options Held

178K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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Heritage Wealth Advisors Ishares Tr Transaction History