Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 3,980 shares of MBB stock, worth $370,617. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,980
Holding current value
$370,617
% of portfolio
0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$91.26 - $95.82 $363,214 - $381,363
3,980 New
3,980 $365 Million
Q2 2024

Aug 28, 2024
BUY
$89.41 - $92.64 $358,891 - $371,856
4,014 New
4,014 $369 Million

Others Institutions Holding MBB

# of Institutions
1,000
Shares Held
362M
Call Options Held
180K
Put Options Held
30.3K
View Full List

About ISHARES TR

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