Heritage Wealth Management, Inc. Ishares Tr Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
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
Others Institutions Holding IAT
# of Institutions
169Shares Held
4.9MCall Options Held
192KPut Options Held
98.6K-
Morgan Stanley New York, NY419KShares$20.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC361KShares$17.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO332KShares$16.3 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY295KShares$14.5 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6273KShares$13.5 Million0.0% of portfolio