Heritage Wealth Management, LLC Ishares U S ETF Tr Int Rate He Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$80.26 - $83.82 $1.17 Million - $1.23 Million	14,617 Added 94.31%	30,116 $2.47 Million
Q3 2022 Nov 14, 2022	BUY	$79.19 - $84.67 $217,851 - $232,927	2,751 Added 21.58%	15,499 $1.24 Million
Q2 2022 Aug 15, 2022	BUY	$79.48 - $87.32 $546,822 - $600,761	6,880 Added 117.25%	12,748 $1.01 Million
Q1 2022 Aug 15, 2022	BUY	$83.43 - $88.18 $114,465 - $120,982	1,372 Added 30.52%	5,868 $511,000
Q3 2021 Nov 10, 2021	BUY	$86.69 - $88.47 $43,691 - $44,588	504 Added 12.63%	4,496 $394,000
Q2 2021 Aug 11, 2021	BUY	$87.0 - $88.15 $65,250 - $66,112	750 Added 23.13%	3,992 $352,000
Q1 2021 Jul 16, 2021	BUY	$86.17 - $87.86 $279,363 - $284,842	3,242 New	3,242 $285,000

Others Institutions Holding HYGH

# of Institutions

71

Shares Held

1.26M

Call Options Held

0

Put Options Held

0

About ISHARES U S ETF TR INT RATE HE

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