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iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) is Heritage Wealth Advisors' 6th Largest Position

Heritage Wealth Advisors reduced its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 0.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 467,654 shares of the company’s stock after selling 1,455 shares during the period. iShares Russell Mid-Cap […]

United-states
Family-office
Alphamark-advisors
Life-planning-partners-inc
Solutions-inc
Russell-midcap-value-index-fund
Carsonallaria-wealth-management-ltd
Exchange-commission
Heritage-wealth-advisors
Shares-russell-mid-cap-value
Free-report

Heritage Wealth Advisors Boosts Stake in General Dynamics Co. (NYSE:GD)

Heritage Wealth Advisors lifted its holdings in shares of General Dynamics Co. (NYSE:GD – Free Report) by 5.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,107 shares of the aerospace company’s stock after acquiring an additional 265 shares during the quarter. […]

Boston
Massachusetts
United-states
Canada
Wellington
New-zealand-general
New-zealand
Gregorys-gallopoulos
Pheben-novakovic
Sanfordc-bernstein
Wells-fargo-company

Heritage Wealth Advisors Trims Stock Position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Heritage Wealth Advisors cut its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 55.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 250 shares of the semiconductor company’s stock after selling 312 shares during the quarter. Heritage Wealth Advisors’ holdings in Taiwan Semiconductor Manufacturing were worth $26,000 at the end […]

Taiwan
Japan
United-states
China
Barclays
Taiwan-semiconductor-manufacturing-company-profile
Taiwan-semiconductor-manufacturing-increases-dividend
Creative-financial-designs-inc
Taiwan-semiconductor-manufacturing-company-limited
Taiwan-semiconductor-manufacturing-trading-down
Needham-company

Vanguard Total Stock Market Index Fund ETF Shares (NYSEARCA:VTI) Shares Sold by Heritage Wealth Advisors

Heritage Wealth Advisors cut its stake in shares of Vanguard Total Stock Market Index Fund ETF Shares (NYSEARCA:VTI – Free Report) by 23.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 5,430 shares of the company’s stock after selling 1,658 shares during the quarter. Heritage Wealth Advisors’ holdings in Vanguard Total Stock […]

New-york
United-states
American
Vanguard-total-stock-market-index-fund
Nasdaq
Jpmorgan-chase-co
Holdings-channel
Vanguard-group-inc
Cerity-partners
International-assets-investment-management
Envestnet-portfolio-solutions-inc

Heritage Wealth Advisors Purchases 29 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)

Heritage Wealth Advisors boosted its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 1.1% during the 4th quarter, HoldingsChannel reports. The firm owned 2,555 shares of the medical research company’s stock after purchasing an additional 29 shares during the period. Heritage Wealth Advisors’ holdings in Thermo Fisher Scientific were worth $1,356,000 as […]

Canada
United-states
America
Raymond-james
Marcn-casper
Royal-bank
Cedar-mountain-advisors
Goldman-sachs-group
Jpmorgan-chase-co
Life-sciences-solutions
Thermo-fisher-scientific-inc
Barclays

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