Heritage Wealth Management, Inc./Texas Ishares Core S&P 500 ETF Transaction History

Heritage Wealth Management, Inc./Texas

  • $154 Billion
  • Q1 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 1,484 shares of IVV stock, worth $812,326. This represents 0.51% of its overall portfolio holdings.

Number of Shares
1,484
Previous 1,466 1.23%
Holding current value
$812,326
Previous $700 Million 11.44%
% of portfolio
0.51%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,259
Shares Held
621M
Call Options Held
796K
Put Options Held
612K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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