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

Heritage Wealth Management, Inc. /Ca/

$133 Billion
Q1 2025

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 3,371 shares of SUB stock, worth $356,584. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,371

Previous 4,384 23.11%

Holding current value

$356,584

Previous $462 Million 23.02%

% of portfolio

0.27%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$105.3 - $106.24 $106,668 - $107,621	-1,013 Reduced 23.11%	3,371 $356 Million
Q4 2024 Feb 11, 2025	SELL	$104.94 - $106.2 $182,910 - $185,106	-1,743 Reduced 28.45%	4,384 $462 Million
Q3 2024 Oct 18, 2024	SELL	$104.3 - $106.3 $175,641 - $179,009	-1,684 Reduced 21.56%	6,127 $651 Million
Q2 2024 Jul 25, 2024	SELL	$104.04 - $104.8 $72,828 - $73,360	-700 Reduced 8.22%	7,811 $817 Million
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

930

Shares Held

83.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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