Heritage Wealth Management, Inc. /Ca/ Ishares U.S. Treasury Bond ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 86,054 shares of GOVT stock, worth $1.97 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

86,054

Previous 81,274 5.88%

Holding current value

$1.97 Million

Previous $1.91 Billion 3.76%

% of portfolio

1.42%

Previous 1.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$22.39 - $23.45 $107,024 - $112,091	4,780 Added 5.88%	86,054 $1.98 Billion
Q3 2024 Oct 18, 2024	SELL	$22.38 - $23.66 $37,665 - $39,819	-1,683 Reduced 2.03%	81,274 $1.91 Billion
Q2 2024 Jul 25, 2024	SELL	$22.12 - $22.75 $29,065 - $29,893	-1,314 Reduced 1.56%	82,957 $1.87 Billion
Q1 2024 May 06, 2024	BUY	$22.51 - $23.08 $322,455 - $330,621	14,325 Added 20.48%	84,271 $1.92 Billion
Q4 2023 Feb 14, 2024	BUY	$21.6 - $23.13 $1.51 Million - $1.62 Million	69,946 New	69,946 $1.61 Billion

Others Institutions Holding GOVT

# of Institutions

849

Shares Held

1.2B

Call Options Held

20.5K

Put Options Held

773K

View Full List

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

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Heritage Wealth Management, Inc. /Ca/ Ishares U.S. Treasury Bond ETF Transaction History