Heritage Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Heritage Wealth Management, Inc.

$341 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,147 shares of IJR stock, worth $250,876. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,147

Previous 1,969 9.04%

Holding current value

$250,876

Previous $215 Million 18.55%

% of portfolio

0.07%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$108.46 - $120.63 $19,305 - $21,472	178 Added 9.04%	2,147 $255 Million
Q2 2025 Aug 14, 2025	SELL	$90.56 - $109.49 $1,086 - $1,313	-12 Reduced 0.61%	1,969 $215 Million
Q1 2025 Apr 29, 2025	BUY	$102.49 - $119.96 $21,010 - $24,591	205 Added 11.54%	1,981 $207 Million
Q4 2024 Feb 05, 2025	BUY	$113.92 - $127.38 $569 - $636	5 Added 0.28%	1,776 $205 Million
Q3 2024 Oct 31, 2024	BUY	$105.53 - $118.34 $186,893 - $209,580	1,771 New	1,771 $207 Million

Others Institutions Holding IJR

# of Institutions

2,879

Shares Held

537M

Call Options Held

490K

Put Options Held

336K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

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

News

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

Account

Heritage Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History