Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 28, 2024	BUY	$75.68 - $77.45 $4.95 Million - $5.07 Million	65,473 New	65,473 $5.05 Billion

Others Institutions Holding HYG

# of Institutions

1,074

Shares Held

223M

Call Options Held

105M

Put Options Held

272M

Clark Capital Management Group, Inc. Philadelphia, PA

25.7M
Shares

$2.05 Billion
14.91% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.15 Billion
0.03% of portfolio
Jane Street Group, LLC New York, NY

13.6M
Shares

$1.08 Billion
1.19% of portfolio
Morgan Stanley New York, NY

11.7M
Shares

$930 Million
0.07% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$828 Million
11.13% of portfolio

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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