Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 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 9,097 shares of IYY stock, worth $1.31 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
9,097
Holding current value
$1.31 Million
% of portfolio
0.59%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$125.77 - $139.59 $1.14 Million - $1.27 Million
9,097 New
9,097 $1.27 Billion

Others Institutions Holding IYY

# of Institutions
254
Shares Held
3.49M
Call Options Held
6.6K
Put Options Held
0
View Full List

About ISHARES TR

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