Heritage Wealth Management, Inc./Texas Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 750 shares of IVV stock, worth $444,997. This represents 0.25% of its overall portfolio holdings.

Number of Shares
750
Previous 778 3.6%
Holding current value
$444,997
Previous $426 Million 1.45%
% of portfolio
0.25%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$520.18 - $576.82 $14,565 - $16,150
-28 Reduced 3.6%
750 $432 Million
Q2 2024

Jul 30, 2024
SELL
$497.53 - $549.64 $351,256 - $388,045
-706 Reduced 47.57%
778 $426 Million
Q1 2024

Apr 25, 2024
BUY
$469.56 - $525.73 $8,452 - $9,463
18 Added 1.23%
1,484 $780 Million
Q4 2023

Jan 24, 2024
BUY
$412.55 - $479.0 $604,798 - $702,214
1,466 New
1,466 $700 Million

Others Institutions Holding IVV

# of Institutions
3,448
Shares Held
686M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Heritage Wealth Management, Inc./Texas Portfolio

Follow Heritage Wealth Management, Inc./Texas and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc./Texas, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc./Texas with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email