Heritage Wealth Advisors Ishares S&P Midcap 400 Value E Transaction History
Heritage Wealth Advisors
- $2.19 Billion
- Q3 2025
A detailed history of Heritage Wealth Advisors transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Heritage Wealth Advisors holds 37,748 shares of IJJ stock, worth $4.81 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
37,748
Previous 37,748
-0.0%
Holding current value
$4.81 Million
Previous $4.66 Million
4.97%
% of portfolio
0.22%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
918Shares Held
41.8MCall Options Held
4.8KPut Options Held
2.7K-
Morgan Stanley New York, NY4.03MShares$514 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA3.64MShares$464 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$302 Million0.02% of portfolio
-
Ubs Group Ag2.15MShares$275 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.97MShares$251 Million0.08% of portfolio