Heritage Wealth Management, Inc. /Ca/ Ishares S&P Midcap 400 Value E Transaction History

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 16,511 shares of IJJ stock, worth $2.07 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

16,511

Previous 12,722 29.78%

Holding current value

$2.07 Million

Previous $1.57 Billion 31.19%

% of portfolio

1.49%

Previous 1.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$121.89 - $135.52 $461,841 - $513,485	3,789 Added 29.78%	16,511 $2.06 Billion
Q3 2024 Oct 18, 2024	SELL	$111.9 - $124.28 $15,106 - $16,777	-135 Reduced 1.05%	12,722 $1.57 Billion
Q2 2024 Jul 25, 2024	BUY	$109.44 - $118.4 $39,726 - $42,979	363 Added 2.91%	12,857 $1.46 Billion
Q1 2024 May 06, 2024	SELL	$109.27 - $118.29 $91,349 - $98,890	-836 Reduced 6.27%	12,494 $1.48 Billion
Q4 2023 Feb 14, 2024	BUY	$93.05 - $115.17 $1.24 Million - $1.54 Million	13,330 New	13,330 $1.52 Billion

Others Institutions Holding IJJ

# of Institutions

887

Shares Held

43M

Call Options Held

1.8K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

More about IJJ

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 S&P Midcap 400 Value E Transaction History