Heritage Family Offices, LLP Ishares U.S. Treasury Bond ETF Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
A detailed history of Heritage Family Offices, LLP transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 18,814 shares of GOVT stock, worth $431,405. This represents 0.22% of its overall portfolio holdings.
Number of Shares
18,814
Previous 26,781
29.75%
Holding current value
$431,405
Previous $615 Million
29.73%
% of portfolio
0.22%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding GOVT
# of Institutions
852Shares Held
1.21BCall Options Held
20.5KPut Options Held
773K-
Bank Of America Corp Charlotte, NC424MShares$9.72 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC113MShares$2.59 Billion1.09% of portfolio
-
Envestnet Asset Management Inc71.5MShares$1.64 Billion0.55% of portfolio
-
Truist Financial Corp67MShares$1.54 Billion2.45% of portfolio
-
Jpmorgan Chase & CO New York, NY49.4MShares$1.13 Billion0.09% of portfolio