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

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 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 14,451 shares of HYG stock, worth $1.15 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
14,451
Previous 14,440 0.08%
Holding current value
$1.15 Million
Previous $1.11 Billion 4.17%
% of portfolio
0.82%
Previous 0.82%

Shares

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

Oct 18, 2024
BUY
$76.72 - $80.36 $843 - $883
11 Added 0.08%
14,451 $1.16 Billion
Q2 2024

Jul 25, 2024
BUY
$75.68 - $77.45 $89,529 - $91,623
1,183 Added 8.92%
14,440 $1.11 Billion
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
1,086
Shares Held
235M
Call Options Held
97.2M
Put Options Held
331M
View Full List

About ISHARES TR

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