ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q2 2023
Shares 525 Value ($000) $51 Avg Close — Range —
Q1 2023
Shares 525 Value ($000) $47 Avg Close — Range —
Q4 2022
Shares 525 Value ($000) $43 Avg Close — Range —
Q3 2022
Shares 525 Value ($000) $42 Avg Close — Range —
Q2 2022
Shares 525 Value ($000) $44 Avg Close — Range —
Q1 2022
Shares 525 Value ($000) $55 Avg Close — Range —
Q4 2021
Shares 525 Value ($000) $61 Avg Close — Range —
Q3 2021
Shares 525 Value ($000) $53,765 Avg Close — Range —
Q2 2021
Shares 525 Value ($000) $53,015 Avg Close — Range —
Q1 2021
Shares 2,600 Value ($000) $236,054 Avg Close — Range —
Q4 2020
Shares 5,200 Value ($000) $461 Avg Close — Range —
Q3 2020
Shares 5,200 Value ($000) $415,896 Avg Close — Range —
Q2 2020
Shares 5,200 Value ($000) $373,776 Avg Close — Range —
Q1 2020
Shares 5,200 Value ($000) $296,868 Avg Close — Range —
Q4 2019
Shares 5,200 Value ($000) $351,728 Avg Close — Range —
Q3 2019
Shares 5,200 Value ($000) $326 Avg Close — Range —
Q2 2019
Shares 5,200 Value ($000) $325,936 Avg Close — Range —
Q1 2019
Shares 5,200 Value ($000) $313,664 Avg Close — Range —
Q4 2018
Shares 5,200 Value ($000) $274 Avg Close — Range —
Q3 2018
Shares 5,200 Value ($000) $323 Avg Close — Range —
Q2 2018
Shares 5,200 Value ($000) $297 Avg Close — Range —
Q1 2018
Shares 5,200 Value ($000) $284 Avg Close — Range —
Q4 2017
Shares 5,200 Value ($000) $280 Avg Close — Range —
Q3 2017
Shares 5,200 Value ($000) $262 Avg Close — Range —
Q2 2017
Shares 5,200 Value ($000) $251 Avg Close — Range —
Q1 2017
Shares 5,200 Value ($000) $241 Avg Close — Range —
Q4 2016
Shares 5,200 Value ($000) $223 Avg Close — Range —
Q3 2016
Shares 5,200 Value ($000) $221 Avg Close — Range —
Q2 2016
Shares 2,600 Value ($000) $212 Avg Close — Range —
Q1 2016
Shares 2,600 Value ($000) $211 Avg Close — Range —
Q4 2015
Shares 2,600 Value ($000) $211 Avg Close — Range —
Q2 2015
Shares 2,600 Value ($000) $211 Avg Close — Range —
Q1 2015
Shares 2,600 Value ($000) $211 Avg Close — Range —
Q4 2014
Shares 2,600 Value ($000) $204 Avg Close — Range —