Heritage Wealth Management, Inc. Ishares Tr Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 17,850 shares of IAT stock, worth $934,626. This represents 0.3% of its overall portfolio holdings.
Number of Shares
17,850
Previous 17,850
-0.0%
Holding current value
$934,626
Previous $849 Million
5.93%
% of portfolio
0.3%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding IAT
# of Institutions
212Shares Held
6.57MCall Options Held
169KPut Options Held
358K-
Bank Of America Corp Charlotte, NC559KShares$29.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY493KShares$25.8 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY343KShares$17.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6330KShares$17.3 Million0.0% of portfolio
-
Us Bancorp \De\235KShares$12.3 Million0.02% of portfolio