Heritage Wealth Management, Inc./Texas Ishares Core S&P Mid Cap ETF Transaction History
Heritage Wealth Management, Inc./Texas
- $173 Billion
- Q1 2025
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 43,279 shares of IJH stock, worth $2.41 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
43,279
Previous 46,879
7.68%
Holding current value
$2.41 Million
Previous $2.92 Billion
13.54%
% of portfolio
1.46%
Previous 1.72%
Shares
10 transactions
Others Institutions Holding IJH
# of Institutions
2,651Shares Held
1.15BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.16 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$3.77 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$2.85 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.37 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.17 Billion0.2% of portfolio