Heritage Oak Wealth Advisors LLC Ishares Core S&P Total U.S. St Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 29,054 shares of ITOT stock, worth $4.25 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
29,054
Previous 28,342 2.51%
Holding current value
$4.25 Million
Previous $3.83 Billion 10.57%
% of portfolio
1.54%
Previous 1.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$135.0 - $146.02 $96,120 - $103,966
712 Added 2.51%
29,054 $4.23 Billion
Q2 2025

Jul 15, 2025
BUY
$108.12 - $135.04 $3.06 Million - $3.83 Million
28,342 New
28,342 $3.83 Billion

Others Institutions Holding ITOT

# of Institutions
1,705
Shares Held
334M
Call Options Held
61.7K
Put Options Held
36K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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