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 $242,063. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,232Holding current value
$242,063% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,338Shares Held
84.7MCall Options Held
281KPut Options Held
225K-
Envestnet Asset Management Inc9.3MShares$1.83 Billion0.49% of portfolio
-
Morgan Stanley New York, NY5.94MShares$1.17 Billion0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC5.42MShares$1.06 Billion0.33% of portfolio
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Bank Of America Corp Charlotte, NC4.61MShares$905 Million0.06% of portfolio
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Pgim Custom Harvest LLC Newark, NJ4.36MShares$857 Million15.71% of portfolio