Heritage Oak Wealth Advisors LLC Ishares Tr Russell 1000 ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,900 shares of IWB stock, worth $624,910. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,900Holding current value
$624,910% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.2MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.05 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.4 Billion0.44% of portfolio
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Bank Of America Corp Charlotte, NC3.64MShares$1.2 Billion0.1% of portfolio
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M&T Bank Corp3.11MShares$1.02 Billion3.25% of portfolio
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Morgan Stanley New York, NY2.82MShares$928 Million0.07% of portfolio