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iShares S&P Global Infrastructure Index shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global Infrastructure Index (IGF) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in iShares S&P Global Infrastructure Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Infrastructure Index held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Infrastructure Index by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $145k 2.7k 54.43
2024-06-30 $128k 2.7k 47.92
2024-03-31 $125k 2.6k 47.62
2023-12-31 $123k 2.6k 47.05

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iShares Core S&P Total US Stock Mkt Etf (ITOT)
Apple (AAPL)
iShares Russell Midcap Value Etf (IWS)
UnitedHealth (UNH)
Brookfield Corp Cl A Ltd Vt Sh (BN)
SPDR S&P 500 Index Etf (SPY)
Berkshire Hathaway Cl B CL B (BRK.B)
Raytheon Technologies Corp (RTX)
Merck & Co (MRK)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
MasterCard Incorporated (MA)
Automatic Data Processing (ADP)

View all positions for Heritage Wealth Advisors

Top funds holding iShares S&P Global Infrastructure Index

Northern Trust
Goodman & Company, Investment Counsel
Principal Financial Group
BlackRock
BlackRock
Manufacturers Life Insurance Company
Us Bancorp
Captrust Financial Advisors
Mariner Wealth Advisors
Fifth Third Bancorp
Pnc Financial Services
Envestnet Asset Management
Nepc
Morgan Stanley
Goldman Sachs Group

View all funds holding iShares S&P Global Infrastructure Index