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

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 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 28,342 shares of ITOT stock, worth $3.94 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
28,342
Holding current value
$3.94 Million
% of portfolio
1.48%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,615
Shares Held
320M
Call Options Held
67.9K
Put Options Held
29K
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
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