Heritage Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 1,788 shares of IJR stock, worth $207,104. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,788
Holding current value
$207,104
% of portfolio
0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$105.53 - $118.34 $188,687 - $211,591
1,788 New
1,788 $209 Million
Q4 2023

Jan 19, 2024
BUY
$87.61 - $110.11 $168,474 - $211,741
1,923 New
1,923 $208 Million

Others Institutions Holding IJR

# of Institutions
2,569
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
View Full List

About ISHARES CORE S&P SM CAP ETF

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

Track Heritage Wealth Partners, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email