Heritage Wealth Management, LLC Ishares Tr Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 52,529 shares of IEFA stock, worth $4.11 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
52,529
Previous 58,317
9.93%
Holding current value
$4.11 Million
Previous $4.33 Million
11.85%
% of portfolio
2.15%
Previous 2.16%
Shares
10 transactions
Others Institutions Holding IEFA
# of Institutions
1,940Shares Held
1.42BCall Options Held
142KPut Options Held
534K-
Bank Of America Corp Charlotte, NC173MShares$13.5 Billion1.12% of portfolio
-
Morgan Stanley New York, NY98.7MShares$7.73 Billion0.56% of portfolio
-
Jones Financial Companies Lllp84.5MShares$6.62 Billion7.1% of portfolio
-
Wells Fargo & Company San Francisco, CA60.1MShares$4.7 Billion1.07% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.62 Billion14.41% of portfolio