Heritage Wealth Management, Inc. /Ca/ Ishares Core S&P 500 ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $150 Billion
  • Q2 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 436 shares of IVV stock, worth $289,495. This represents 0.18% of its overall portfolio holdings.

Number of Shares
436
Previous 436 -0.0%
Holding current value
$289,495
Previous $245 Million 10.5%
% of portfolio
0.18%
Previous 0.18%

Shares

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

May 06, 2024
SELL
$469.56 - $525.73 $1,408 - $1,577
-3 Reduced 0.68%
436 $229 Million
Q4 2023

Feb 14, 2024
BUY
$412.55 - $479.0 $181,109 - $210,281
439 New
439 $210 Million

Others Institutions Holding IVV

# of Institutions
4,040
Shares Held
744M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

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