Heritage Oak Wealth Advisors LLC Ishares Core S&P U.S. Value Et Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 27,115 shares of IUSV stock, worth $2.52 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
27,115Holding current value
$2.52 Million% of portfolio
1.19%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
728Shares Held
163MCall Options Held
2.8KPut Options Held
2K-
Bank Of America Corp Charlotte, NC65.6MShares$6.1 Billion0.53% of portfolio
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Lpl Financial LLC Fort Mill, SC13.4MShares$1.24 Billion0.59% of portfolio
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Morgan Stanley New York, NY8.63MShares$803 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.91MShares$457 Million5.88% of portfolio
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Signaturefd, LLC Atlanta, GA4.31MShares$401 Million7.92% of portfolio