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 $3.73 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
31,388
Previous 34,332
8.58%
Holding current value
$3.73 Million
Previous $4.02 Billion
9.94%
% of portfolio
2.13%
Previous 2.33%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,627Shares Held
503MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.31 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.68 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.22 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.11 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio