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 3,294 shares of IEFA stock, worth $243,492. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,294
Previous 6,998 52.93%
Holding current value
$243,492
Previous $520 Million 50.53%
% of portfolio
0.08%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,966
Shares Held
1.42B
Call Options Held
141K
Put Options Held
534K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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