Heritage Wealth Management, Inc. /Ca/ Ishares Russell 1000 Gr ETF Transaction History
Heritage Wealth Management, Inc. /Ca/
- $132 Billion
- Q1 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 1,224 shares of IWF stock, worth $454,067. This represents 0.31% of its overall portfolio holdings.
Number of Shares
1,224
Previous 1,230
0.49%
Holding current value
$454,067
Previous $373 Million
10.63%
% of portfolio
0.31%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding IWF
# of Institutions
2,062Shares Held
201MCall Options Held
346KPut Options Held
74K-
Bank Of America Corp Charlotte, NC30.3MShares$11.2 Billion0.97% of portfolio
-
Morgan Stanley New York, NY24.2MShares$8.98 Billion0.66% of portfolio
-
Goldman Sachs Group Inc New York, NY9.93MShares$3.68 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7.85MShares$2.91 Billion0.24% of portfolio
-
Ubs Group Ag6.2MShares$2.3 Billion0.53% of portfolio