Heritage Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 2,970 shares of IJR stock, worth $351,766. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,970
Previous 3,060
2.94%
Holding current value
$351,766
Previous $338,000
6.51%
% of portfolio
0.18%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,637Shares Held
504MCall Options Held
1.03MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.3 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.67 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.21 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.91 Billion0.44% of portfolio