Heritage Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$50.95 - $51.48 $4,330 - $4,375
85 Added 0.38%
22,314 $1.14 Million
Q4 2023

Feb 06, 2024
SELL
$49.4 - $51.28 $4.05 Million - $4.21 Million
-82,073 Reduced 78.69%
22,229 $1.14 Million
Q4 2022

Feb 13, 2023
BUY
$48.63 - $50.19 $2.5 Million - $2.58 Million
51,461 Added 97.39%
104,302 $5.2 Million
Q3 2022

Nov 14, 2022
BUY
$49.08 - $51.27 $265,130 - $276,960
5,402 Added 11.39%
52,841 $2.6 Million
Q2 2022

Aug 15, 2022
SELL
$49.84 - $51.62 $8,871 - $9,188
-178 Reduced 0.37%
47,439 $2.4 Million
Q1 2022

Aug 15, 2022
BUY
$51.49 - $53.86 $377,009 - $394,362
7,322 Added 18.17%
47,617 $2.46 Million
Q3 2021

Nov 10, 2021
SELL
$54.6 - $54.92 $102,102 - $102,700
-1,870 Reduced 4.43%
40,295 $2.2 Million
Q2 2021

Aug 11, 2021
SELL
$54.57 - $54.92 $303,081 - $305,025
-5,554 Reduced 11.64%
42,165 $2.31 Million
Q1 2021

Jul 16, 2021
BUY
$54.5 - $55.17 $2.6 Million - $2.63 Million
47,719 New
47,719 $2.61 Million

Others Institutions Holding IGSB

# of Institutions
974
Shares Held
315M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email