Heritage Wealth Management, Inc. /Ca/ Ishares S&P 100 ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 856 shares of OEF stock, worth $227,721. This represents 0.19% of its overall portfolio holdings.

Number of Shares
856
Previous 856 -0.0%
Holding current value
$227,721
Previous $261 Million 9.36%
% of portfolio
0.19%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
N/A
-14 Reduced 1.61%
856 $232 Million
Q2 2024

Jul 25, 2024
SELL
$234.68 - $265.99 $5,867 - $6,649
-25 Reduced 2.79%
870 $230 Million
Q1 2024

May 06, 2024
BUY
$219.81 - $247.98 $196,729 - $221,942
895 New
895 $221 Million

Others Institutions Holding OEF

# of Institutions
1,093
Shares Held
72.9M
Call Options Held
32.4K
Put Options Held
26.7K
View Full List

About ISHARES S&P 100 ETF

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