iShares Dow Jones US Reg Banks Ind. shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in iShares Dow Jones US Reg Banks Ind.
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones US Reg Banks Ind. held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by Heritage Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $849k | 18k | 47.54 |
2024-06-30 | $728k | 18k | 40.80 |
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