Heritage Investment Group, Inc. Ishares Core S&P Total U.S. St Transaction History

Heritage Investment Group, Inc.

  • $522 Million
  • Q3 2024

A detailed history of Heritage Investment Group, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 1,773 shares of ITOT stock, worth $233,787. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,773
Previous 1,875 5.44%
Holding current value
$233,787
Previous $222,000 -0.0%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$113.41 - $125.62 $11,567 - $12,813
-102 Reduced 5.44%
1,773 $222,000
Q2 2024

Jul 22, 2024
SELL
$108.78 - $119.23 $14,250 - $15,619
-131 Reduced 6.53%
1,875 $222,000
Q4 2023

Feb 01, 2024
BUY
$90.04 - $105.69 $180,620 - $212,014
2,006 New
2,006 $211,000
Q4 2022

Feb 06, 2023
BUY
$79.44 - $90.48 $217,347 - $247,553
2,736 New
2,736 $232,000

Others Institutions Holding ITOT

# of Institutions
1,379
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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