Heritage Financial Services, LLC Ishares S&P Midcap 400 Value E Transaction History

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,218 shares of IJJ stock, worth $246,153. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,218
Previous 1,940 14.33%
Holding current value
$246,153
Previous $239,000 15.9%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$121.89 - $135.52 $33,885 - $37,674
278 Added 14.33%
2,218 $277,000
Q1 2024

May 14, 2024
BUY
$109.27 - $118.29 $211,983 - $229,482
1,940 New
1,940 $229,000

Others Institutions Holding IJJ

# of Institutions
894
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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