Heritage Oak Wealth Advisors LLC Ishares Tr Us Broker Dealers & Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 14,622 shares of IAI stock, worth $2.53 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
14,622
Previous 14,932 2.08%
Holding current value
$2.53 Million
Previous $2.53 Billion 2.41%
% of portfolio
0.94%
Previous 0.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$168.93 - $178.7 $52,368 - $55,397
-310 Reduced 2.08%
14,622 $2.59 Billion
Q2 2025

Jul 15, 2025
BUY
$122.04 - $169.14 $7,810 - $10,824
64 Added 0.43%
14,932 $2.53 Billion
Q1 2025

Apr 28, 2025
BUY
$134.68 - $159.3 $2 Million - $2.37 Million
14,868 New
14,868 $2.08 Billion

Others Institutions Holding IAI

# of Institutions
200
Shares Held
6.47M
Call Options Held
8.9K
Put Options Held
34.5K
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
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