Heritage Oak Wealth Advisors LLC Ishares Inc Msci Global Energy Transaction History

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Inc Msci Global Energy stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 47,993 shares of FILL stock, worth $1.1 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
47,993
Previous 70,361 31.79%
Holding current value
$1.1 Million
Previous $1.61 Billion 25.72%
% of portfolio
0.52%
Previous 0.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$22.61 - $24.93 $505,740 - $557,634
-22,368 Reduced 31.79%
47,993 $1.19 Billion
Q4 2024

Feb 05, 2025
BUY
$22.16 - $26.33 $1.56 Million - $1.85 Million
70,361 New
70,361 $1.61 Billion
Q2 2024

Aug 28, 2024
BUY
$25.1 - $27.85 $1.29 Million - $1.44 Million
51,586 New
51,586 $1.34 Billion

Others Institutions Holding FILL

# of Institutions
46
Shares Held
1.12M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES INC MSCI GLOBAL ENERGY

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