Heritage Wealth Management, Inc./Texas Ishares Core S&P U.S. Value Et 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 U.S. Value Et stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 3,226 shares of IUSV stock, worth $316,148. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,226Holding current value
$316,148% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
812Shares Held
182MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.29 Billion0.53% of portfolio
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Lpl Financial LLC Fort Mill, SC15.2MShares$1.49 Billion0.51% of portfolio
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Morgan Stanley New York, NY9.02MShares$884 Million0.06% of portfolio
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Jones Financial Companies Lllp5.7MShares$558 Million0.41% of portfolio
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Envestnet Asset Management Inc5.25MShares$515 Million0.15% of portfolio