A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 910 shares of IVV stock, worth $543,861. This represents 0.17% of its overall portfolio holdings.

Number of Shares
910
Previous 910 -0.0%
Holding current value
$543,861
Previous $508 Million 3.42%
% of portfolio
0.17%
Previous 0.17%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 09, 2024

BUY
$497.53 - $549.64 $452,752 - $500,172
910 New
910 $508 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. 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., based on Form 13F filings with the SEC.

News

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