Heritage Wealth Management, Inc. Ishares Core S&P Mid Cap ETF Transaction History
Heritage Wealth Management, Inc.
- $309 Billion
- Q2 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 3,453 shares of IJH stock, worth $227,103. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,453Holding current value
$227,103% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding IJH
# of Institutions
2,728Shares Held
1.18BCall Options Held
709KPut Options Held
118K-
Northwestern Mutual Wealth Management CO120MShares$7.89 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC67.9MShares$4.46 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA50.1MShares$3.29 Billion0.66% of portfolio
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Raymond James Financial Inc St. Petersburg, FL38.7MShares$2.55 Billion0.86% of portfolio
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Morgan Stanley New York, NY37MShares$2.43 Billion0.15% of portfolio