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	$127.05 - $137.39 $1 Million - $1.09 Million	7,906 New	7,906 $1.04 Billion

Others Institutions Holding ITA

# of Institutions

668

Shares Held

23.9M

Call Options Held

169K

Put Options Held

181K

Bank Of America Corp Charlotte, NC

9.16M
Shares

$1.38 Billion
0.11% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$272 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

974K
Shares

$146 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

758K
Shares

$114 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

713K
Shares

$107 Million
0.02% of portfolio

About ISHARES TR

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