Heritage Wealth Management, Inc. /Ca/ Ishares Core S&P U.S Growth Et Transaction History
Heritage Wealth Management, Inc. /Ca/
- $149 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 9,735 shares of IUSG stock, worth $1.61 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
9,735
Previous 9,735
-0.0%
Holding current value
$1.61 Million
Previous $1.46 Billion
9.4%
% of portfolio
1.07%
Previous 0.98%
Shares
1 transactions
Others Institutions Holding IUSG
# of Institutions
906Shares Held
121MCall Options Held
3.8KPut Options Held
3.6K-
Bank Of America Corp Charlotte, NC41.7MShares$6.87 Billion0.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC14MShares$2.32 Billion0.72% of portfolio
-
Morgan Stanley New York, NY14MShares$2.31 Billion0.15% of portfolio
-
Jones Financial Companies Lllp5.23MShares$863 Million0.59% of portfolio
-
Envestnet Asset Management Inc2.25MShares$371 Million0.11% of portfolio