Rothschild Investment LLC Heritage Financial Corp Transaction History
Rothschild Investment LLC
- $1.6 Trillion
- Q2 2025
A detailed history of Rothschild Investment LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Rothschild Investment LLC holds 95 shares of HFWA stock, worth $2,230. This represents 0.0% of its overall portfolio holdings.
Number of Shares
95
Previous 70
35.71%
Holding current value
$2,230
Previous $1.7 Million
33.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding HFWA
# of Institutions
179Shares Held
29MCall Options Held
0Put Options Held
53.5K-
Black Rock Inc. New York, NY4.98MShares$117 Million0.0% of portfolio
-
Jennison Associates LLC2.98MShares$69.9 Million0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.42MShares$56.8 Million0.0% of portfolio
-
Victory Capital Management Inc2.41MShares$56.5 Million0.04% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.04MShares$47.9 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 $824M
- 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...