iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $781k | 7.4k | 105.48 |
| 2024-09-30 | $802k | 7.6k | 106.19 |
| 2024-06-30 | $881k | 8.4k | 104.55 |
| 2024-03-31 | $997k | 9.5k | 105.43 |
| 2023-12-31 | $997k | 9.5k | 105.43 |
| 2023-09-30 | $983k | 9.6k | 102.86 |
| 2023-06-30 | $1.0M | 9.8k | 104.04 |
| 2022-12-31 | $950k | 9.2k | 103.37 |
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