ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 257,964 Value ($000) $38,357 Avg Close — Range —
Q3 2025
Shares 257,964 Value ($000) $37,572 Avg Close — Range —
Q2 2025
Shares 258,328 Value ($000) $34,885 Avg Close — Range —
Q1 2025
Shares 527,685 Value ($000) $64,383 Avg Close — Range —
Q4 2024
Shares 529,279 Value ($000) $68,076 Avg Close — Range —
Q3 2024
Shares 532,821 Value ($000) $66,933 Avg Close — Range —
Q2 2024
Shares 533,572 Value ($000) $63,378 Avg Close — Range —
Q1 2024
Shares 535,203 Value ($000) $61,709 Avg Close — Range —
Q4 2023
Shares 535,684 Value ($000) $56,370 Avg Close — Range —
Q3 2023
Shares 547,759 Value ($000) $51,593 Avg Close — Range —
Q2 2023
Shares 571,905 Value ($000) $55,955 Avg Close — Range —
Q1 2023
Shares 572,131 Value ($000) $51,806 Avg Close — Range —
Q4 2022
Shares 614,042 Value ($000) $52,071 Avg Close — Range —
Q3 2022
Shares 621,345 Value ($000) $49,422 Avg Close — Range —
Q2 2022
Shares 690,880 Value ($000) $57,882 Avg Close — Range —
Q1 2022
Shares 691,448 Value ($000) $69,795 Avg Close — Range —
Q4 2021
Shares 810,738 Value ($000) $86,733 Avg Close — Range —
Q3 2021
Shares 812,083 Value ($000) $79,892,680 Avg Close — Range —
Q2 2021
Shares 816,618 Value ($000) $80,649,148 Avg Close — Range —
Q1 2021
Shares 822,129 Value ($000) $75,306,974 Avg Close — Range —
Q4 2020
Shares 830,976 Value ($000) $71,647 Avg Close — Range —
Q3 2020
Shares 346,424 Value ($000) $26,151,513 Avg Close — Range —
Q2 2020
Shares 377,377 Value ($000) $26,205,025 Avg Close — Range —
Q1 2020
Shares 386,812 Value ($000) $22,129,520 Avg Close — Range —
Q4 2019
Shares 19,980 Value ($000) $1,452,353 Avg Close — Range —
Q3 2019
Shares 19,621 Value ($000) $1,316 Avg Close — Range —
Q2 2019
Shares 20,053 Value ($000) $1,336,126 Avg Close — Range —
Q1 2019
Shares 18,605 Value ($000) $1,198,162 Avg Close — Range —
Q4 2018
Shares 56,884 Value ($000) $3,228 Avg Close — Range —
Q3 2018
Shares 21 Value ($000) $1 Avg Close — Range —