Heritage Financial Services, LLC Ishares S&P Smallcap 600 Value Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,126 shares of IJS stock, worth $232,563. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,126
Previous 2,126 -0.0%
Holding current value
$232,563
Previous $206,000 10.68%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$95.88 - $102.78 $203,840 - $218,510
2,126 New
2,126 $218,000
Q2 2022

Jul 19, 2022
BUY
$86.2 - $103.37 $4,310 - $5,168
50 New
50 $4,000

Others Institutions Holding IJS

# of Institutions
850
Shares Held
40.9M
Call Options Held
20K
Put Options Held
11.6K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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