Heritage Family Offices, LLP Ishares Core S&P Sm Cap ETF Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,934 shares of IJR stock, worth $305,840. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,934
Previous 2,931
0.1%
Holding current value
$305,840
Previous $343 Million
1.4%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,829Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.97 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.34 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.89 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.79 Billion0.46% of portfolio