Heritage Wealth Advisors Ishares Tr Transaction History

Heritage Wealth Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 05, 2020	SELL	$24.14 - $50.4 $12.1 Million - $25.2 Million	-500,013 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$42.57 - $45.89 $667,199 - $719,233	15,673 Added 3.24%	500,013 $22.2 Million
Q3 2019 Oct 30, 2019	BUY	$37.87 - $43.31 $235,551 - $269,388	6,220 Added 1.3%	484,340 $21 Million
Q2 2019 Aug 05, 2019	BUY	$35.39 - $39.22 $128,819 - $142,760	3,640 Added 0.77%	478,120 $0
Q1 2019 May 06, 2019	BUY	$30.08 - $35.88 $14.3 Million - $17 Million	474,480 New	474,480 $0

416

18.7M

3.59M

5.52M

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Advisors with notifications on news.