Heritage Wealth Management, LLC Ishares Esg Aware Aggressive A Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$25.67 - $29.14 $50,826 - $57,697	1,980 Added 100.0%	3,960 $109,000
Q3 2022 Nov 14, 2022	BUY	$25.91 - $30.25 $51,301 - $59,895	1,980 New	1,980 $51,000

Others Institutions Holding EAOA

# of Institutions

21

Shares Held

172K

Call Options Held

0

Put Options Held

0

Cardinal Point Capital Management, Ulc Toronto, Z4

34.8K
Shares

$1.27 Million
0.21% of portfolio
Jane Street Group, LLC New York, NY

31.6K
Shares

$1.15 Million
0.0% of portfolio
Cardinal Point Wealth Management Partners, LLC

31.3K
Shares

$1.14 Million
0.28% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

23.1K
Shares

$840,828
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

14.3K
Shares

$520,177
0.0% of portfolio

About ISHARES ESG AWARE AGGRESSIVE A

Ticker EAOA
Sector Technology

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