Heritage Wealth Management, Inc./Texas Ishares Core S&P Sm Cap ETF Transaction History
Heritage Wealth Management, Inc./Texas
- $201 Billion
- Q2 2025
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 27,407 shares of IJR stock, worth $3.13 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
27,407
Previous 29,107
5.84%
Holding current value
$3.13 Million
Previous $3.04 Billion
1.57%
% of portfolio
1.49%
Previous 1.76%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,835Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.72 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.65 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.2 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.07 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.92 Billion0.56% of portfolio