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Ishares Tr cmn shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $791k 34k 23.04
2022-12-31 $2.8M 122k 22.72
2022-09-30 $1.4M 63k 22.76
2022-06-30 $1.8M 75k 23.90
2022-03-31 $2.0M 78k 24.92
2021-09-30 $2.5M 95k 26.53
2021-06-30 $3.3M 123k 26.60
2021-03-31 $4.0M 155k 26.19