iShares NASDAQ Biotechnology Index shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares NASDAQ Biotechnology Index
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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 1.8k | 144.37 |
| 2025-06-30 | $221k | 1.8k | 126.51 |
| 2025-03-31 | $224k | 1.8k | 127.90 |
| 2024-12-31 | $231k | 1.8k | 132.21 |
| 2024-09-30 | $255k | 1.8k | 145.60 |
| 2024-06-30 | $240k | 1.8k | 137.26 |
| 2024-03-31 | $240k | 1.8k | 137.22 |
| 2023-12-31 | $238k | 1.8k | 135.85 |
| 2023-09-30 | $214k | 1.8k | 122.29 |
| 2023-06-30 | $222k | 1.8k | 126.96 |
| 2023-03-31 | $226k | 1.8k | 129.16 |
| 2022-12-31 | $230k | 1.8k | 131.29 |
| 2022-09-30 | $205k | 1.8k | 116.96 |
| 2022-06-30 | $206k | 1.8k | 117.71 |
| 2022-03-31 | $228k | 1.8k | 130.29 |
| 2021-12-31 | $267k | 1.8k | 152.62 |
| 2021-09-30 | $283k | 1.8k | 161.68 |
| 2021-06-30 | $286k | 1.8k | 163.65 |
| 2021-03-31 | $264k | 1.8k | 150.56 |
| 2020-12-31 | $265k | 1.8k | 151.43 |
| 2020-09-30 | $237k | 1.8k | 135.41 |
| 2020-06-30 | $239k | 1.6k | 146.63 |
| 2020-03-31 | $189k | 1.8k | 107.74 |
| 2019-12-31 | $211k | 1.8k | 120.51 |
| 2019-09-30 | $180k | 1.8k | 99.45 |
| 2019-06-30 | $198k | 1.8k | 109.10 |
| 2019-03-31 | $202k | 1.8k | 111.80 |
| 2018-12-31 | $217k | 2.3k | 96.02 |
| 2018-09-30 | $7.0k | 60 | 116.67 |
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