Heritage Wealth Management, Inc. /Ca/ Ishares Tr Transaction History
Heritage Wealth Management, Inc. /Ca/
- $139 Billion
- Q4 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 22,094 shares of HYG stock, worth $1.77 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
22,094
Previous 14,451
52.89%
Holding current value
$1.77 Million
Previous $1.16 Billion
49.75%
% of portfolio
1.25%
Previous 0.82%
Shares
5 transactions
Others Institutions Holding HYG
# of Institutions
1,161Shares Held
220MCall Options Held
95.9MPut Options Held
310M-
Clark Capital Management Group, Inc. Philadelphia, PA22.7MShares$1.82 Billion12.94% of portfolio
-
Black Rock Inc. New York, NY14.5MShares$1.16 Billion0.03% of portfolio
-
Morgan Stanley New York, NY11MShares$878 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY10.6MShares$847 Million0.14% of portfolio
-
Japan Science & Technology Agency Tokyo, M010.4MShares$832 Million13.99% of portfolio