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

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

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 $256,551. This represents 0.18% of its overall portfolio holdings.

Number of Shares
436
Previous 436 -0.0%
Holding current value
$256,551
Previous $239 Million 5.41%
% 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
3,442
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email