Heritage Wealth Management, Inc. Ishares Tr Transaction History

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 3,481 shares of IEFA stock, worth $265,356. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,481
Previous 3,294 5.68%
Holding current value
$265,356
Previous $257 Million 4.83%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$70.06 - $77.43 $13,101 - $14,479
187 Added 5.68%
3,481 $245 Million
Q3 2024

Oct 31, 2024
SELL
$70.09 - $78.74 $259,613 - $291,652
-3,704 Reduced 52.93%
3,294 $257 Million
Q2 2024

Sep 09, 2024
BUY
$70.77 - $76.19 $495,248 - $533,177
6,998 New
6,998 $520 Million

Others Institutions Holding IEFA

# of Institutions
2,153
Shares Held
1.52B
Call Options Held
86.4K
Put Options Held
6.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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