Ishares Tr cmn shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Ishares Tr cmn
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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 |
|---|---|---|---|
| 2024-06-30 | $417k | 4.2k | 99.49 |
| 2024-03-31 | $631k | 6.3k | 99.43 |
| 2023-12-31 | $1.0M | 10k | 98.59 |
| 2022-12-31 | $1.9M | 20k | 96.96 |
| 2022-09-30 | $576k | 6.0k | 96.08 |
| 2022-06-30 | $326k | 3.2k | 101.43 |
| 2022-03-31 | $210k | 2.0k | 104.74 |
More positions owned by Heritage Wealth Management
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