Heritage Wealth Management, Inc. /Ca/ Ishares Tr Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $132 Billion
  • Q1 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 13,257 shares of HYG stock, worth $1.02 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
13,257
Previous 12,471 6.3%
Holding current value
$1.02 Million
Previous $965 Million 6.77%
% of portfolio
0.78%
Previous 0.77%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$76.57 - $77.9 $60,184 - $61,229
786 Added 6.3%
13,257 $1.03 Billion
Q4 2023

Feb 14, 2024
BUY
$71.78 - $77.94 $895,168 - $971,989
12,471 New
12,471 $965 Million

Others Institutions Holding HYG

# of Institutions
1,063
Shares Held
239M
Call Options Held
115M
Put Options Held
366M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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