Heritage Wealth Advisors Ishares S&P Small Cap 600 Grow Transaction History
Heritage Wealth Advisors
- $2.19 Billion
- Q3 2025
A detailed history of Heritage Wealth Advisors transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,288 shares of IJT stock, worth $314,600. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,288
Previous 2,288
-0.0%
Holding current value
$314,600
Previous $304,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding IJT
# of Institutions
823Shares Held
27.3MCall Options Held
8.2KPut Options Held
4K-
Morgan Stanley New York, NY3.18MShares$437 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$278 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$153 Million0.03% of portfolio
-
Ubs Group Ag1.07MShares$147 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC952KShares$131 Million0.04% of portfolio