Heritage Wealth Management, Inc. /Ca/ Ishares U.S. Treasury Bond ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 81,274 shares of GOVT stock, worth $1.84 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

81,274

Previous 82,957 2.03%

Holding current value

$1.84 Million

Previous $1.87 Billion 1.79%

% of portfolio

1.35%

Previous 1.37%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$22.38 - $23.66 $37,665 - $39,819	-1,683 Reduced 2.03%	81,274 $1.91 Billion
Q2 2024 Jul 25, 2024	SELL	$22.12 - $22.75 $29,065 - $29,893	-1,314 Reduced 1.56%	82,957 $1.87 Billion
Q1 2024 May 06, 2024	BUY	$22.51 - $23.08 $322,455 - $330,621	14,325 Added 20.48%	84,271 $1.92 Billion
Q4 2023 Feb 14, 2024	BUY	$21.6 - $23.13 $1.51 Million - $1.62 Million	69,946 New	69,946 $1.61 Billion

Others Institutions Holding GOVT

# of Institutions

774

Shares Held

1.06B

Call Options Held

7.5K

Put Options Held

761K

View Full List

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Account

Heritage Wealth Management, Inc. /Ca/ Ishares U.S. Treasury Bond ETF Transaction History