Heritage Wealth Management, Inc. Ishares Tr Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,020 shares of ITB stock, worth $196,162. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,020
Holding current value
$196,162
% of portfolio
0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$94.18 - $117.14 $190,243 - $236,622
2,020 New
2,020 $217 Million
Q3 2024

Oct 31, 2024
BUY
$97.52 - $128.64 $196,990 - $259,852
2,020 New
2,020 $257 Million

Others Institutions Holding ITB

# of Institutions
446
Shares Held
23.1M
Call Options Held
3.08M
Put Options Held
3.77M
View Full List

About ISHARES TR

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