Heritage Wealth Management, Inc./Texas Ishares Core S&P Sm Cap ETF Transaction History
Heritage Wealth Management, Inc./Texas
- $173 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 34,332 shares of IJR stock, worth $4.27 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
34,332
Previous 35,395
3.0%
Holding current value
$4.27 Million
Previous $3.78 Billion
6.36%
% of portfolio
2.33%
Previous 2.35%
Shares
8 transactions
Others Institutions Holding IJR
# of Institutions
2,538Shares Held
496MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO36.3MShares$4.52 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.78 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.26 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.21 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.98 Billion0.42% of portfolio