Heritage Wealth Advisors Ishares S&P Midcap 400 Value E Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
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 $4.9 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
37,748Holding current value
$4.9 Million% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
838Shares Held
40.9MCall Options Held
5KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$522 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$457 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.31MShares$299 Million0.02% of portfolio
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Ubs Group Ag1.93MShares$250 Million0.05% of portfolio
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Envestnet Asset Management Inc1.8MShares$233 Million0.07% of portfolio