Heritage Wealth Advisors Ishares Tr Transaction History

Heritage Wealth Advisors

$1.91 Billion
Q1 2025

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Advisors holds 623 shares of IXUS stock, worth $49,547. This represents 0.0% of its overall portfolio holdings.

Number of Shares

623

Previous 623 -0.0%

Holding current value

$49,547

Previous $41,000 4.88%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$65.95 - $72.56 $16,421 - $18,067	-249 Reduced 28.56%	623 $41,000
Q3 2024 Nov 12, 2024	BUY	$64.9 - $73.35 $41,016 - $46,357	632 Added 263.33%	872 $63,000
Q2 2024 Dec 12, 2024	SELL	$65.1 - $70.07 $3,254 - $3,503	-50 Reduced 17.24%	240 $16,000
Q2 2024 Aug 05, 2024	SELL	$65.1 - $70.07 $3,254 - $3,503	-50 Reduced 17.24%	240 $16,000
Q1 2024 Dec 12, 2024	BUY	$62.39 - $67.92 $3,119 - $3,396	50 Added 20.83%	290 $19,000
Q1 2024 May 08, 2024	BUY	$62.39 - $67.92 $3,119 - $3,396	50 Added 20.83%	290 $19,000
Q2 2023 Dec 12, 2024	SELL	$60.88 - $63.83 $38,476 - $40,340	-632 Reduced 72.48%	240 $15,000
Q4 2022 Dec 12, 2024	SELL	$50.56 - $60.03 $31,953 - $37,938	-632 Reduced 72.48%	240 $13,000
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

# of Institutions

906

Shares Held

500M

Call Options Held

1.5K

Put Options Held

500

View Full List

About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

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Heritage Wealth Advisors Ishares Tr Transaction History