Heritage Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 1,788 shares of IJR stock, worth $209,857. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,788Holding current value
$209,857% of portfolio
0.25%Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,525Shares Held
493MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.1 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.57 Billion0.29% of portfolio
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Morgan Stanley New York, NY18.2MShares$2.14 Billion0.15% of portfolio
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Envestnet Asset Management Inc17.1MShares$2.01 Billion0.65% of portfolio
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Wells Fargo & Company San Francisco, CA15.9MShares$1.87 Billion0.42% of portfolio