Ifp Advisors, Inc Heritage Insurance Holdings, Inc. Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Heritage Insurance Holdings, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 7 shares of HRTG stock, worth $82. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$82

% of portfolio

0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$9.06 - $12.68 $63 - $88	7 New	7 $0
Q2 2022 Sep 06, 2022	BUY	$2.64 - $6.85 $3,564 - $9,247	1,350 New	1,350 $23,000
Q2 2022 Aug 12, 2022	SELL	$2.64 - $6.85 $3,564 - $9,247	-1,350 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$5.44 - $7.28 $7,344 - $9,828	1,350 New	1,350 $9,000
Q4 2019 Jan 17, 2020	SELL	$12.82 - $15.37 $17,307 - $20,749	-1,350 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$13.11 - $16.15 $17,698 - $21,802	1,350 New	1,350 $20,000
Q4 2018 Jan 23, 2019	SELL	$13.12 - $16.86 $274,208 - $352,374	-20,900 Closed	0 $0
Q2 2018 Aug 07, 2018	SELL	$15.07 - $17.94 $121,464 - $144,596	-8,060 Reduced 27.83%	20,900 $0
Q1 2018 Jun 03, 2019	BUY	$15.16 - $18.95 $46,389 - $57,987	3,060 Added 11.81%	28,960 $522,000
Q1 2018 May 09, 2018	SELL	$15.16 - $18.95 $46,389 - $57,987	-3,060 Reduced 10.57%	25,900 $0
Q4 2017 Jan 24, 2018	SELL	$13.88 - $18.63 $98,492 - $132,198	-7,096 Reduced 19.68%	28,960 $0
Q3 2017 Oct 30, 2017	SELL	$9.35 - $13.31 $165,495 - $235,587	-17,700 Reduced 32.93%	36,056 $476,000
Q2 2017 Jun 03, 2019	SELL	N/A	-14,832 Reduced 21.62%	53,756 $700,000
Q1 2017 Jun 03, 2019	SELL	N/A	-7,000 Reduced 9.26%	68,588 $876,000
Q4 2016 Jun 03, 2019	BUY	N/A	72,588 Added 2419.6%	75,588 $1.18 Million
Q2 2016 Jun 03, 2019	BUY	N/A	3,000	3,000 $36,000

Others Institutions Holding HRTG

# of Institutions

132

Shares Held

17.1M

Call Options Held

163K

Put Options Held

40.6K

Black Rock Inc. New York, NY

1.77M
Shares

$21 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

1.57M
Shares

$18.6 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

1.33M
Shares

$15.7 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

945K
Shares

$11.2 Million
0.0% of portfolio
Pacific Ridge Capital Partners, LLC Lake Oswego, OR

814K
Shares

$9.64 Million
2.45% of portfolio

View Full List

About Heritage Insurance Holdings, Inc.

Ticker HRTG
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 26,569,100
Market Cap $315M
Description
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of Alabama, California, Connecticut, Delaware, Florida, Georgia, ...

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