Heritage Wealth Management, LLC Ishares Msci All Country Asia Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$66.21 - $77.92 $2,251 - $2,649	-34 Closed	0 $0
Q1 2021 Jul 16, 2021	BUY	$90.01 - $102.08 $3,060 - $3,470	34 New	34 $3,000

Others Institutions Holding AAXJ

# of Institutions

192

Shares Held

14.4M

Call Options Held

4.9K

Put Options Held

0

Jpmorgan Chase & CO New York, NY

3.04M
Shares

$227 Million
0.02% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

1.42M
Shares

$106 Million
0.26% of portfolio
Oversea Chinese Banking Corp LTD Great Eastern Centre, U0

1.24M
Shares

$92.4 Million
2.63% of portfolio
Morgan Stanley New York, NY

1.11M
Shares

$82.7 Million
0.01% of portfolio
Cibc Private Wealth Group, LLC

842K
Shares

$62.9 Million
0.12% of portfolio

About ISHARES MSCI ALL COUNTRY ASIA

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