Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 11,015 shares of ITA stock, worth $1.73 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
11,015
Holding current value
$1.73 Million
% of portfolio
0.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$144.31 - $157.31 $1.59 Million - $1.73 Million
11,015 New
11,015 $1.6 Billion
Q2 2024

Aug 28, 2024
BUY
$127.05 - $137.39 $1 Million - $1.09 Million
7,906 New
7,906 $1.04 Billion

Others Institutions Holding ITA

# of Institutions
731
Shares Held
19.3M
Call Options Held
315K
Put Options Held
178K
View Full List

About ISHARES TR

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