A detailed history of Heritage Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Advisors holds 240 shares of IXUS stock, worth $17,337. This represents 0.0% of its overall portfolio holdings.

Number of Shares
240
Previous 290 17.24%
Holding current value
$17,337
Previous $19,000 15.79%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$65.1 - $70.07 $3,254 - $3,503
-50 Reduced 17.24%
240 $16,000
Q1 2024

May 08, 2024

BUY
$62.39 - $67.92 $3,119 - $3,396
50 Added 20.83%
290 $19,000
Q4 2022

Feb 06, 2023

BUY
$50.56 - $60.03 $12,134 - $14,407
240 New
240 $13,000
Q2 2022

Aug 04, 2022

BUY
$56.25 - $67.81 $10,687 - $12,883
190 New
190 $11,000

Others Institutions Holding IXUS

About ISHARES TR


  • Ticker IXUS
  • Sector ETFs
  • Industry ETFs
More about IXUS
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