Heritage Wealth Management, Inc. Ishares Tr Transaction History

Heritage Wealth Management, Inc.

$341 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 4,132 shares of IEFA stock, worth $366,715. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,132

Previous 4,028 2.58%

Holding current value

$366,715

Previous $336 Million 7.29%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$81.7 - $87.53 $8,496 - $9,103	104 Added 2.58%	4,132 $361 Million
Q2 2025 Aug 14, 2025	SELL	$67.83 - $84.09 $3,459 - $4,288	-51 Reduced 1.25%	4,028 $336 Million
Q1 2025 Apr 29, 2025	BUY	$69.57 - $78.65 $41,602 - $47,032	598 Added 17.18%	4,079 $309 Million
Q4 2024 Feb 05, 2025	BUY	$70.06 - $77.43 $13,101 - $14,479	187 Added 5.68%	3,481 $245 Million
Q3 2024 Oct 31, 2024	SELL	$70.09 - $78.74 $259,613 - $291,652	-3,704 Reduced 52.93%	3,294 $257 Million

Q2 2024 Sep 09, 2024	BUY	$70.77 - $76.19 $495,248 - $533,177	6,998 New	6,998 $520 Million

Others Institutions Holding IEFA

# of Institutions

2,414

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

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.

Account

Heritage Wealth Management, Inc. Ishares Tr Transaction History