Heritage Wealth Management, Inc. /Ca/ Ishares Short Term National Mu Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $132 Billion
  • Q1 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 8,511 shares of SUB stock, worth $889,059. This represents 0.67% of its overall portfolio holdings.

Number of Shares
8,511
Previous 8,498 0.15%
Holding current value
$889,059
Previous $896 Million 0.51%
% of portfolio
0.67%
Previous 0.72%

Shares

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

May 06, 2024
BUY
$104.73 - $105.42 $1,361 - $1,370
13 Added 0.15%
8,511 $891 Million
Q4 2023

Feb 14, 2024
BUY
$102.62 - $105.46 $872,064 - $896,199
8,498 New
8,498 $896 Million

Others Institutions Holding SUB

# of Institutions
803
Shares Held
67.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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  • Ticker SUB
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