Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $198 Billion
  • Q2 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 7,906 shares of ITA stock, worth $1.15 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,906
Holding current value
$1.15 Million
% of portfolio
0.53%

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
657
Shares Held
23.9M
Call Options Held
169K
Put Options Held
180K
View Full List

About ISHARES TR

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