Heritage Wealth Management, Inc./Texas Ishares Core S&P Mid Cap ETF Transaction History
Heritage Wealth Management, Inc./Texas
- $170 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 46,879 shares of IJH stock, worth $2.73 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
46,879
Previous 48,859
4.05%
Holding current value
$2.73 Million
Previous $3.04 Billion
4.07%
% of portfolio
1.72%
Previous 1.76%
Shares
9 transactions
Others Institutions Holding IJH
# of Institutions
2,656Shares Held
1.14BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.44 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$3.95 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$2.98 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.48 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.27 Billion0.2% of portfolio