Heritage Wealth Management, Inc. /Ca/ Ishares S&P 100 ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $136 Billion
  • Q2 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 870 shares of OEF stock, worth $231,446. This represents 0.17% of its overall portfolio holdings.

Number of Shares
870
Previous 895 2.79%
Holding current value
$231,446
Previous $221 Million 3.84%
% of portfolio
0.17%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$234.68 - $265.99 $5,867 - $6,649
-25 Reduced 2.79%
870 $230 Million
Q1 2024

May 06, 2024
BUY
$219.81 - $247.98 $196,729 - $221,942
895 New
895 $221 Million

Others Institutions Holding OEF

# of Institutions
801
Shares Held
34.9M
Call Options Held
9.6K
Put Options Held
15.1K
View Full List

About ISHARES S&P 100 ETF

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