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	$110.04 - $110.51 $1.46 Million - $1.47 Million	13,263 New	13,263 $1.47 Billion

Others Institutions Holding SHV

# of Institutions

714

Shares Held

103M

Call Options Held

0

Put Options Held

0

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Jpmorgan Chase & CO New York, NY

9.03M
Shares

$996 Million
0.08% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$836 Million
0.02% of portfolio
Morgan Stanley New York, NY

5.21M
Shares

$575 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

4.09M
Shares

$452 Million
0.11% of portfolio

About ISHARES TR

Ticker SHV
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