Heritage Financial Services, LLC Ishares Russell 2000 ETF Transaction History
Heritage Financial Services, LLC
- $733 Million
- Q4 2024
A detailed history of Heritage Financial Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,747 shares of IWM stock, worth $350,186. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,747
Previous 1,747
-0.0%
Holding current value
$350,186
Previous $385,000
0.26%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding IWM
# of Institutions
2,950Shares Held
301MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.65 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$3.92 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$3.84 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.34 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.79 Billion0.04% of portfolio