Heritage Financial Services, LLC IDEV Holdings History
Heritage Financial Services, LLC's iShares Core MSCI International Developed Markets ETF Holding Summary
As of 2025-06-30, Heritage Financial Services, LLC held 3.15 Mil shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $239.58 Mil. This investment constitutes 23.05% of their stock portfolio, and Heritage Financial Services, LLC now holds 1.18% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.
The initial trade took place in 2021Q4. And since then Heritage Financial Services, LLC has made 4 purchases of IDEV, at an average price of $68.00, for a total of 3.25 Mil shares. In addition, there have been 9 sales at an average price of $63.66 for 99,784.00 shares. Based on historical transaction data and IDEV's current price of $77.45, Heritage Financial Services, LLC's estimated gain on his IDEV holdings is $29.35 Mil, reflecting a 13.28% gain to date.
Heritage Financial Services, LLC IDEV ($77.45) Holding Chart
Heritage Financial Services, LLC IDEV ($77.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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