Kiley Juergens Wealth Management, LLC Heritage Financial Corp Transaction History
Kiley Juergens Wealth Management, LLC
- $436 Million
- Q3 2025
A detailed history of Kiley Juergens Wealth Management, LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 177,417 shares of HFWA stock, worth $3.98 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
177,417
Previous 232,857
23.81%
Holding current value
$3.98 Million
Previous $5.55 Million
22.7%
% of portfolio
0.99%
Previous 1.33%
Shares
30 transactions
Others Institutions Holding HFWA
# of Institutions
180Shares Held
29.5MCall Options Held
0Put Options Held
53.5K-
Black Rock Inc. New York, NY4.98MShares$112 Million0.0% of portfolio
-
Jennison Associates LLC3.08MShares$69.1 Million0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.42MShares$54.3 Million0.0% of portfolio
-
Victory Capital Management Inc2.41MShares$54 Million0.04% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.04MShares$45.8 Million0.01% of portfolio
About HERITAGE FINANCIAL CORP
- Ticker HFWA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 35,104,200
- Market Cap $788M
- Description
- Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...