A detailed history of Heritage Wealth Advisors transactions in Ishares Inc Msci Global Select stock. As of the latest transaction made, Heritage Wealth Advisors holds 11,700 shares of PICK stock, worth $429,390. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,700
Previous 17,992 34.97%
Holding current value
$429,390
Previous $734,000 31.2%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$36.29 - $43.35 $228,336 - $272,758
-6,292 Reduced 34.97%
11,700 $505,000
Q1 2024

Dec 12, 2024

SELL
$38.69 - $42.9 $275,627 - $305,619
-7,124 Reduced 28.36%
17,992 $750,000
Q1 2024

May 08, 2024

SELL
$38.69 - $42.9 $277,562 - $307,764
-7,174 Reduced 28.51%
17,992 $750,000
Q4 2023

Dec 12, 2024

BUY
$36.52 - $43.55 $489,952 - $584,266
13,416 Added 114.67%
25,116 $1.08 Million
Q4 2023

Feb 09, 2024

BUY
$36.52 - $43.55 $919,062 - $1.1 Million
25,166 New
25,166 $1.08 Million

Others Institutions Holding PICK

About ISHARES INC MSCI GLOBAL SELECT


  • Ticker PICK
  • Sector ETFs
  • Industry ETFs
More about PICK
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Heritage Wealth Advisors with notifications on news.