Heritage Wealth Advisors Ishares Core S&P Total U.S. St Transaction History
Heritage Wealth Advisors
- $2.16 Billion
- Q2 2024
A detailed history of Heritage Wealth Advisors transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Heritage Wealth Advisors holds 533,572 shares of ITOT stock, worth $66.7 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
533,572
Previous 535,203
0.3%
Holding current value
$66.7 Million
Previous $61.7 Million
2.7%
% of portfolio
2.93%
Previous 2.27%
Shares
26 transactions
Others Institutions Holding ITOT
# of Institutions
1,338Shares Held
302MCall Options Held
97.2KPut Options Held
16.1K-
Black Rock Inc. New York, NY48.8MShares$6.1 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA48MShares$6.01 Billion1.4% of portfolio
-
Betterment LLC New York, NY12.4MShares$1.55 Billion3.81% of portfolio
-
Morgan Stanley New York, NY10.6MShares$1.32 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY8.84MShares$1.11 Billion0.38% of portfolio