A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 17,850 shares of IAT stock, worth $879,112. This represents 0.28% of its overall portfolio holdings.

Number of Shares
17,850
Previous 17,850 -0.0%
Holding current value
$879,112
Previous $728 Million 16.52%
% of portfolio
0.28%
Previous 0.24%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 09, 2024

BUY
$39.17 - $43.65 $699,184 - $779,152
17,850 New
17,850 $728 Million

Others Institutions Holding IAT

About ISHARES TR


  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.