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

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 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 14,868 shares of IAI stock, worth $2.09 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
14,868
Holding current value
$2.09 Million
% of portfolio
0.92%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
191
Shares Held
8.01M
Call Options Held
26.7K
Put Options Held
7.1K
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email