A detailed history of Ifp Advisors, Inc transactions in Heritage Commerce Corp stock. As of the latest transaction made, Ifp Advisors, Inc holds 79 shares of HTBK stock, worth $755. This represents 0.0% of its overall portfolio holdings.

Number of Shares
79
Previous 79 -0.0%
Holding current value
$755
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 30, 2024

BUY
$8.02 - $9.85 $633 - $778
79 New
79 $0
Q3 2022

Nov 08, 2022

SELL
$10.61 - $12.37 $880 - $1,026
-83 Reduced 69.17%
37 $1,000
Q2 2022

Sep 06, 2022

BUY
$10.66 - $11.82 $1,279 - $1,418
120 New
120 $2,000
Q2 2022

Aug 12, 2022

SELL
$10.66 - $11.82 $1,279 - $1,418
-120 Closed
0 $0
Q4 2021

Jan 12, 2022

BUY
$10.78 - $12.34 $506 - $579
47 Added 64.38%
120 $1,000
Q3 2021

Oct 06, 2021

BUY
$10.66 - $11.76 $778 - $858
73 New
73 $1,000
Q1 2019

May 15, 2019

SELL
$11.57 - $14.43 $113,096 - $141,053
-9,775 Closed
0 $0
Q4 2018

Jan 23, 2019

BUY
$11.01 - $15.63 $825 - $1,172
75 Added 0.77%
9,775 $110,000
Q3 2018

Oct 25, 2018

BUY
$14.71 - $17.41 $970 - $1,149
66 Added 0.69%
9,700 $0
Q2 2018

Aug 07, 2018

BUY
$16.21 - $18.05 $988 - $1,101
61 Added 0.64%
9,634 $0
Q1 2018

Jun 03, 2019

SELL
$15.27 - $17.13 $1,359 - $1,524
-89 Reduced 0.92%
9,573 $147,000
Q1 2018

May 09, 2018

BUY
$15.27 - $17.13 $1,359 - $1,524
89 Added 0.93%
9,662 $0
Q2 2017

Jun 03, 2019

BUY
N/A
9,573
9,573 $132,000

Others Institutions Holding HTBK

About HERITAGE COMMERCE CORP


  • Ticker HTBK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 60,668,800
  • Market Cap $580M
  • Description
  • Heritage Commerce Corp operates as the bank holding company for Heritage Bank of Commerce that provides various commercial and personal banking services to residents and the business/professional community in California. Its deposit products for business banking and retail markets include interest and non-interest bearing demand, savings, and mo...
More about HTBK
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