Heritage Oak Wealth Advisors LLC Ishares Dj Us Tech ETF Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,232 shares of IYW stock, worth $245,365. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,232
Holding current value
$245,365
% of portfolio
0.09%

Shares

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

Oct 20, 2025
BUY
$171.38 - $197.01 $211,140 - $242,716
1,232 New
1,232 $241 Million

Others Institutions Holding IYW

# of Institutions
1,364
Shares Held
67.3M
Call Options Held
103K
Put Options Held
183K
View Full List

About ISHARES DJ US TECH ETF

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