Heritage Oak Wealth Advisors LLC Ishares Global Information Tec Transaction History
Heritage Oak Wealth Advisors LLC
- $275 Billion
- Q3 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Global Information Tec stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,459 shares of IXN stock, worth $257,506. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,459Holding current value
$257,506% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding IXN
# of Institutions
502Shares Held
27.4MCall Options Held
3.3KPut Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.96MShares$310 Million0.11% of portfolio
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Jpmorgan Chase & CO New York, NY2.45MShares$256 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.4MShares$251 Million0.02% of portfolio
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Morgan Stanley New York, NY1.07MShares$112 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.01MShares$105 Million0.02% of portfolio