Kiley Juergens Wealth Management, LLC Heritage Financial Corp Transaction History

Kiley Juergens Wealth Management, LLC

  • $417 Million
  • Q2 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 232,857 shares of HFWA stock, worth $5.41 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
232,857
Previous 234,065 0.52%
Holding current value
$5.41 Million
Previous $5.69 Million 2.51%
% of portfolio
1.33%
Previous 1.57%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$20.97 - $24.5 $25,331 - $29,596
-1,208 Reduced 0.52%
232,857 $5.55 Million
Q1 2025

Apr 21, 2025
SELL
$23.08 - $25.77 $45,282 - $50,560
-1,962 Reduced 0.83%
234,065 $5.69 Million
Q4 2024

Jan 16, 2025
SELL
$20.77 - $27.28 $174,156 - $228,742
-8,385 Reduced 3.43%
236,027 $5.78 Million
Q3 2024

Oct 15, 2024
BUY
$17.13 - $23.17 $78,198 - $105,771
4,565 Added 1.9%
244,412 $5.32 Million
Q2 2024

Jul 23, 2024
BUY
$16.68 - $19.08 $4,186 - $4,789
251 Added 0.1%
239,847 $4.32 Million
Q1 2024

Apr 18, 2024
BUY
$17.88 - $21.15 $31,129 - $36,822
1,741 Added 0.73%
239,596 $4.65 Million
Q4 2023

Jan 30, 2024
SELL
$15.97 - $22.04 $30,151 - $41,611
-1,888 Reduced 0.79%
237,855 $5.09 Million
Q3 2023

Oct 17, 2023
BUY
$16.05 - $19.14 $440,797 - $525,660
27,464 Added 12.94%
239,743 $3.91 Million
Q2 2023

Jul 26, 2023
BUY
$15.26 - $21.38 $192,230 - $269,323
12,597 Added 6.31%
212,279 $3.43 Million
Q1 2023

May 02, 2023
BUY
$21.11 - $30.6 $5,467 - $7,925
259 Added 0.13%
199,682 $4.27 Million
Q4 2022

Feb 06, 2023
SELL
$26.71 - $34.24 $132,000 - $169,214
-4,942 Reduced 2.42%
199,423 $6.11 Million
Q3 2022

Oct 11, 2022
SELL
$25.0 - $28.21 $157,100 - $177,271
-6,284 Reduced 2.98%
204,365 $5.41 Million
Q2 2022

Jul 29, 2022
BUY
$23.94 - $26.35 $570,609 - $628,052
23,835 Added 12.76%
210,649 $5.3 Million
Q1 2022

Apr 27, 2022
SELL
$24.18 - $27.24 $576,088 - $648,993
-23,825 Reduced 11.31%
186,814 $4.68 Million
Q1 2022

Apr 12, 2022
BUY
$24.18 - $27.24 $23,406 - $26,368
968 Added 0.46%
210,639 $5.28 Million
Q4 2021

Jan 20, 2022
BUY
$23.0 - $25.99 $60,030 - $67,833
2,610 Added 1.26%
209,671 $5.12 Million
Q3 2021

Oct 13, 2021
BUY
$22.39 - $26.0 $70,573 - $81,952
3,152 Added 1.55%
207,061 $5.28 Million
Q2 2021

Jul 22, 2021
BUY
$24.59 - $29.49 $307,252 - $368,477
12,495 Added 6.53%
203,909 $5.1 Million
Q1 2021

Apr 29, 2021
BUY
$23.1 - $30.64 $277 - $367
12 Added 0.01%
191,414 $5.41 Million
Q4 2020

Jan 19, 2021
SELL
$18.28 - $25.34 $18,280 - $25,340
-1,000 Reduced 0.52%
191,402 $4.48 Million
Q3 2020

Oct 23, 2020
BUY
$17.42 - $20.98 $1.75 Million - $2.1 Million
100,320 Added 108.95%
192,402 $3.54 Million
Q1 2020

Apr 17, 2020
SELL
$18.12 - $28.31 $75,560 - $118,052
-4,170 Reduced 4.33%
92,082 $1.84 Million
Q4 2019

Jan 21, 2020
BUY
$25.86 - $29.02 $78,691 - $88,307
3,043 Added 3.26%
96,252 $2.72 Million
Q2 2019

Jul 11, 2019
SELL
$28.1 - $31.72 $16,860 - $19,032
-600 Reduced 0.64%
93,209 $2.75 Million
Q4 2018

Jan 15, 2019
SELL
$27.98 - $35.22 $12,591 - $15,849
-450 Reduced 0.48%
93,809 $2.79 Million
Q3 2018

Oct 10, 2018
SELL
$34.75 - $37.3 $10,425 - $11,190
-300 Reduced 0.32%
94,259 $3.31 Million
Q2 2018

Jul 23, 2018
SELL
$29.7 - $34.85 $47,965 - $56,282
-1,615 Reduced 1.68%
94,559 $3.3 Million
Q1 2018

Apr 23, 2018
SELL
$28.8 - $32.2 $67,392 - $75,348
-2,340 Reduced 2.38%
96,174 $2.94 Million
Q4 2017

Feb 12, 2018
BUY
$29.2 - $32.65 $2.88 Million - $3.22 Million
98,514
98,514 $3.03 Million

Others Institutions Holding HFWA

# of Institutions
190
Shares Held
28.6M
Call Options Held
1.1K
Put Options Held
300
View Full List

About HERITAGE FINANCIAL CORP

HFWA Quotes by TradingView
  • Ticker HFWA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 35,104,200
  • Market Cap $816M
  • 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...
More about HFWA
Track This Portfolio

Track Kiley Juergens Wealth Management, LLC Portfolio

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

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email