Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

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 10,188 shares of ITA stock, worth $2 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
10,188
Previous 10,248 0.59%
Holding current value
$2 Million
Previous $1.57 Billion 22.49%
% of portfolio
0.74%
Previous 0.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$135.31 - $188.64 $8,118 - $11,318
-60 Reduced 0.59%
10,188 $1.92 Billion
Q1 2025

Apr 28, 2025
SELL
$144.84 - $159.5 $111,092 - $122,336
-767 Reduced 6.96%
10,248 $1.57 Billion
Q4 2024

Feb 05, 2025
BUY
$144.31 - $157.31 $1.59 Million - $1.73 Million
11,015 New
11,015 $1.6 Billion
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
825
Shares Held
19.7M
Call Options Held
914K
Put Options Held
356K
View Full List

About ISHARES TR

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