Heritage Wealth Management, Inc. /Ca/ Ishares S&P Midcap 400 Value E Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 12,722 shares of IJJ stock, worth $1.6 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
12,722
Previous 12,857 1.05%
Holding current value
$1.6 Million
Previous $1.46 Billion 7.81%
% of portfolio
1.11%
Previous 1.07%

Shares

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

Oct 18, 2024
SELL
$111.9 - $124.28 $15,106 - $16,777
-135 Reduced 1.05%
12,722 $1.57 Billion
Q2 2024

Jul 25, 2024
BUY
$109.44 - $118.4 $39,726 - $42,979
363 Added 2.91%
12,857 $1.46 Billion
Q1 2024

May 06, 2024
SELL
$109.27 - $118.29 $91,349 - $98,890
-836 Reduced 6.27%
12,494 $1.48 Billion
Q4 2023

Feb 14, 2024
BUY
$93.05 - $115.17 $1.24 Million - $1.54 Million
13,330 New
13,330 $1.52 Billion

Others Institutions Holding IJJ

# of Institutions
813
Shares Held
40.8M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
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More about IJJ
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