Heritage Wealth Management, Inc./Texas Ishares Core S&P Sm 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 Sm Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 31,388 shares of IJR stock, worth $3.41 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
31,388
Previous 34,332
8.58%
Holding current value
$3.41 Million
Previous $4.02 Billion
9.94%
% of portfolio
2.13%
Previous 2.33%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.14 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.48 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.08 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$1.97 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.86 Billion0.46% of portfolio