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

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 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 12,722 shares of IJJ stock, worth $1.63 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

12,722

Previous 12,857 1.05%

Holding current value

$1.63 Million

Previous $1.46 Billion 7.81%

% of portfolio

1.11%

Previous 1.07%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

813

Shares Held

40.8M

Call Options Held

8.9K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

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