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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

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Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $728k 18k 40.80

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
U.S. Bancorp (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Vanguard Index Funds Sp 500 Etf Etf (VOO)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Chevron Corporation (CVX)
Cincinnati Financial Corporation (CINF)
Chubb (CB)
Merck & Co (MRK)
Kroger (KR)

View all positions for Heritage Wealth Management

Top funds holding iShares Dow Jones US Reg Banks Ind.

Morgan Stanley
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Us Bancorp
LPL Financial
Raymond James Financial Services Advisors
Susquehanna International
UBS Group
Ameriprise Financial
Citadel Advisors
Magnolia Capital Advisors
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Reg Banks Ind.